Robert Forrester (CRD# 6730599) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rocky Point, NY and has over 6 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Mowdy Associates, Cpa's, P.c. | Aquebogue, NY | Nov 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Lswm LLC | Rocky Point, NY | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2019 - Current | 4 |
| North Fork Asset Management Inc. | Miller Place, NY | Aug 2017 - Jun 2022 | 4 |
| National Asset Management | Miller Place, NY | Sep 2017 - Oct 2019 | 2 |
| National Securities Corp | Miller Place, NY | Nov 2016 - Oct 2019 | 2 |
| Pride Equipment Corp | Islip, NY | Aug 2013 - Aug 2016 | 3 |
| St. Joseph's College | Patchogue, NY | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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