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Robert Maury Eastmann

Cetera Investment Advisers LLC

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About Robert Maury Eastmann

Robert Maury Eastmann is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1994. Robert has offices in Boca Raton, FL and Raleigh, NC. Cetera Investment Advisers LLC is a financial firm with offices in Schaumburg, IL. Cetera Investment Advisers LLC specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Robert Eastmann is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

5550 GLADES RD STE 500

BOCA RATON, FL 33431

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Eastmann’s Registration & Firm History

FL

03/21/2024 - Present

Cetera Investment Advisers LLC (BOCA RATON FL)

FL

05/08/2007 - 06/04/2012

LPL FINANCIAL LLC (BOCA RATON FL)

FL

07/13/2000 - 05/15/2007

NEW ENGLAND SECURITIES (BOCA RATON FL)

NY

01/03/1995 - 07/17/2000

NYLIFE SECURITIES INC. (NEW YORK NY)

NJ

11/07/1994 - 11/23/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 3/10/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/6/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/5/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/4/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Robert Maury Eastmann. Review regulatory record here.
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