Robert N. Webster
Professional summary
Robert Newman Webster, who also goes by Bob Webster, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Boulder, Colorado and CETERA ADVISORS LLC located in Boulder, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Robert has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Newman Webster's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 12, 2020 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6684 Gunpark Drive E Suite 1500, Boulder, CO 80301September 8, 2022 - Present
CETERA ADVISORS LLC
Office #1: 6684 Gunpark Drive Suite 1500, Boulder, CO 80301July 2, 2012 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
February 24, 2004 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
September 28, 2000 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
January 1, 1999 - May 7, 2014
WEBSTER INVESTMENT ADVISORS, INC
March 22, 1991 - October 25, 2000
D.E. FREY & COMPANY, INC.
January 23, 1990 - April 1, 1991
JJC SECURITIES CO., INC.
October 17, 1988 - February 5, 1990
HANIFEN, IMHOFF SECURITIES CORP.
September 1, 1988 - February 5, 1990
HANIFEN, IMHOFF SECURITIES CORP.
September 16, 1985 - October 18, 1988
HANIFEN, IMHOFF INC.
March 23, 1983 - September 20, 1985
E. F. HUTTON & COMPANY INC
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/8/2022)
(9/8/2022)
(9/8/2022)
(11/12/2020)
(9/8/2022)
(9/8/2022)
(3/31/2023)
(9/8/2022)
(9/8/2022)
(11/1/2022)
(9/8/2022)
(1/2/2024)
Exams
Series 8
Date: 5/31/1990
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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