Clifford M. Robello
PINKERTON WEALTH PARTNERS
honolulu, HI 96813
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CRD#: 1575439
Professional summary
Clifford Mathew Robello, CFP®, who also goes by Cliff Robello, is a registered financial advisor currently at PINKERTON WEALTH PARTNERS located in Honolulu, Hawaii and PRIVATE CLIENT SERVICES, LLC located in Honolulu, Hawaii.
Clifford is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Clifford has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cliff Robello
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) CRM Financial Advisors. 1003 Bishop St, Ste 2620 Honolulu, HI 96813. Provides financial and investment advice to clients. CEO and Senior Advisor. 320 hrs/mo; 150 during trading hrs. 2) Encorestate. 113 Cherry St, POB 60414, Seattle, WA 98104. Preparation of estate planning docs. Facilitating Estate Documents through Encorestate for clients. I am not acting as an attorney. 5 hrs/mo; 5 during trading hrs. Not investment related. 3) Cliff Robello. 1003 Bishop St, Suite 2620, Honolulu, HI 96813. Insurance/benefits/human resources/owner/partner of a business entity. Insurance sales. 10 hrs/mo; 10 during trading hrs. Not investment related. 4) Pinkerton Wealth Partners. 200 John Loop Coeur d'Alene, ID 93814. RIA. 200 hrs/mo; 150 during trading hrs. 5) Private Client Services, Broker Dealer, Registered Representative, Since 11/2024, Investment related 6) Retire Like a Shark, Author, since 07/2022, not investment related 7) National Christian Foundation - Hawaii Chapter. NCF provides gifting strategies based on biblical values, such as Donor Advised Funds, Charitable Gift Annuity, and others. Advisory Board Member. 2 hrs/mo, 0 hrs/mo. during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Clifford Mathew Robello'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®
CFP®
Start date: 1998
Experience
Current
December 2, 2024 - Present
PINKERTON WEALTH PARTNERS
Office #1: 1003 Bishop St 27th Floor, Honolulu, HI 96813RIA
CRD#: 120973
honolulu, HI
Current
November 4, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 1003 Bishop St, Suite 2620, Honolulu, HI 96813RIA
BD
CRD#: 120222
Honolulu, HI
Past
March 30, 2012 - November 6, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Honolulu, HI
Past
March 30, 2012 - November 6, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
HONOLULU, HI
Past
May 11, 1999 - March 30, 2012
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
HONOLULU, HI
Past
March 1, 1999 - March 30, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
HONOLULU, HI
Past
July 31, 1997 - March 12, 1999
AETNA FINANCIAL SERVICES, INC.
BD
CRD#: 13255
HARTFORD, CT
Past
October 15, 1993 - March 11, 1999
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
December 12, 1986 - October 15, 1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
HARTFORD, CT
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".
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | STOECKLEIN FINANCIAL SERVICES | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)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(11/4/2024)
RR
California(11/4/2024)
RR
Florida(11/4/2024)
RR
Hawaii(12/2/2024)
IAR
Hawaii(12/2/2024)
RR
Oregon(11/4/2024)
RR
Virginia(11/4/2024)
RR
Washington(11/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | STOECKLEIN FINANCIAL SERVICES | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 John Loop, Coeur D'alene, ID 83814
Mailing Address
Phone number
(800) 634-2008
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 677 |
| AUM (Assets Under Management) | $ 1,253,817,854 |
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.
