RN
Robert C. Newland
CETERA INVESTMENT ADVISERS LLC
BELTSVILLE, MD 20705
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CRD#: 1233844
RN
Professional summary
Robert Calmer Newland is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Beltsville, Maryland and CETERA WEALTH SERVICES, LLC located in Beltsville, Maryland.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 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.
Kiwanis Foundation of Prince Georges County, MD, I~'NIR'~6326 Naval Avenue~Lanham~MD~20706~Accounting/Bookkeeping (No Tax Preparation)~Treasurer/Comptroller~10/27/2011~2hrs~0hrs~Volunteer Treasurer of a Non-Profit Organization|Newland Financial Services~'NIR'~10710 Baltimore Avenue~Beltsville~MD~20705~Other~Other~9/1/2010~160hrs~130hrs~Operational/Marketing Name only|Monthly Acctg & Tax Svc~'NIR'~10710 Baltimore Avenue~Beltsville~MD~20705~Tax Preparation/Accounting~Tax Preparation/Accounting~3/1/1981~100hrs~100hrs~Provide accounting and tax service to clients along with appropriate advice.|NFS Wealth Management~'NIR'~10710 Baltimore Avenue~Beltsville~MD~20705~Other~Other~9/1/2010~160hrs~130hrs~Operational/Marketing Name Only|Robert C. Newland Associates~'NIR'~10710 Baltimore Avenue~Beltsville~MD~20705~Tax Preparation/Accounting~Personal/Business Services~8/8/1981~40hrs~40hrs~Tax Preparation and accounting.|
CRS (Client Relationship Summary) - RIA
Click below to view Robert Calmer Newland'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 10710 Baltimore Ave, Beltsville, MD 20705RIA
CRD#: 105644
BELTSVILLE, MD
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 10710 Baltimore Avenue, Beltsville, MD 20705BD
CRD#: 13572
BELTSVILLE, MD
Past
August 18, 1994 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
BELTSVILLE, MD
Past
January 5, 1994 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BELTSVILLE, MD
Past
November 18, 1985 - January 7, 1994
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
June 20, 1984 - July 15, 1985
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
Colorado(9/5/2025)
RR
Delaware(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Maryland(9/5/2025)
IAR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
