RS
Robert E. Schlumberger
CETERA INVESTMENT ADVISERS LLC
Crystal River, FL 34429
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CRD#: 1519969
RS
Professional summary
Robert E Schlumberger, who also goes by Bob Schlumberger, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Crystal River, Florida and CETERA WEALTH SERVICES, LLC located in Crystal River, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Schlumberger
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.
1) Meadow Crest Condo I assoc.Inc~'NIR'~6220 West Corporate Oaks Dr~Crstal River~FL~34429~Tax Preparation/Accounting~Treasurer/Comptroller~5/16/2012~2hrs~0hrs~paid bills and tax prep. 2) Schlumberger Accounting Services, Inc~'NIR'~6220 W Corporate Oaks Dr~Crystal river~FL~34429~Tax Preparation/Accounting~President~9/1/1989~40hrs~5hrs~full name: Schlumberger Accounting Services, Inc administration, Tax Prep. Business consulting 3) AKSALA WEALTH ADVISORS, LLC~'IR'~6220 W CORPATE OAKS DR~CRYSTAL RIVER~FL~34429~Other~Employee~8/3/2020~30hrs~30hrs~PARTNER IN MARKETING TO AVANTAX BUSINESS| 4) SCHLUMBERGER-JONES CPA & CO POSITION: VP NATURE: This is a DBA of Schlumberger Accounting Services Inc. Not a new activity but new name of the Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 6220 West Corporate Oaks Dr., Crystal River FL 34429, United States DESCRIPTION: Same as Schlumberger Accounting Services Inc 5)AKSALA WEALTH ADVISORS, LLC (1); Employee; ~; PARTNER IN MARKETING TO AVANTAX BUSINESS; IR; 30; ; 6220 W CORPATE OAKS DR CRYSTAL RIVER FL 34429; ~; PARTNER IN MARKETING TO AVANTAX BUSINESS
CRS (Client Relationship Summary) - RIA
Click below to view Robert E Schlumberger'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
August 8, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6220 West Corporate Oaks Dr., Crystal River, FL 34429RIA
CRD#: 105644
Crystal River, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 6220 West Corporate Oaks Dr., Crystal River, FL 34429BD
CRD#: 13572
CRYSTAL RIVER, FL
Past
October 5, 1993 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CRYSTAL RIVER, FL
Past
July 17, 1986 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CRYSTAL RIVER, FL
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
IAR
Florida(8/8/2025)
RR
Florida(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General 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.
