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RC

Robert J. Cenko

RELIANCE INVESTING
San Diego, CA 92111
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CRD#: 1005945
RC

Professional summary


Robert John Cenko, AIF® is a registered financial advisor currently at RELIANCE INVESTING, INC. located in San Diego, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 8 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert John Cenko's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

March 30, 2018 - Present

RELIANCE INVESTING, INC.

Office #1: 8322 Claremont Mesa Blvd. Suite 110, San Diego, CA 92111
RIA
CRD#: 148481
San Diego, CA
Past

January 25, 2017 - April 27, 2017

STERLING GLOBAL STRATEGIES, LLC

RIA
CRD#: 172404
San Diego, CA
Past

January 30, 2015 - June 14, 2016

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
SAN DIEGO, CA
Past

August 28, 2007 - December 31, 2008

WESTERN WEALTH MANAGEMENT

RIA
CRD#: 136790
SAN DIEGO, CA
Past

March 17, 2006 - February 19, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

March 17, 2006 - February 19, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

August 27, 2003 - March 20, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
SAN DIEGO, CA
Past

November 22, 1985 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

September 10, 1985 - December 5, 1985

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

June 27, 1985 - December 6, 1985

FINANCIAL ADVISORY CLINIC INVESTMENTS, INC.

BD
CRD#: 5990
Past

November 2, 1981 - March 20, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SAN DIEGO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/30/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/23/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/4/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


RI
RELIANCE INVESTING, INC.
RELIANCE INVESTING | RELIANCE INVESTING, INC.

CRD#: 148481 / SEC#:

California
Registered Investment Advisory firm - (3/29/2018 Approved)
Texas
Registered Investment Advisory firm - (9/20/2019 Terminated)
Utah
Registered Investment Advisory firm - (7/9/2013 Approved)
Washington
Registered Investment Advisory firm - (3/24/2009 Approved)
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Contact information


Main Address
500 Capitol Mall 2350, Sacramento, CA 95814
Mailing Address
Phone number
(916) 706-2166
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts147
AUM (Assets Under Management)$ 29,500,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RELIANCE INVESTING, INC.

CRD#: 148481San Diego, CA 92111

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