RE
Robert M. Eastmann
CETERA INVESTMENT ADVISERS LLC
BOCA RATON, FL
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CRD#: 1594289
RE
Professional summary
Robert Maury Eastmann, who also goes by Robert Eastmann, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Boca Raton, Florida and CETERA ADVISORS LLC located in Boca Raton, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Robert has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Eastmann
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) E & B WEALTH MANAGEMENT INC AND EASTMANN FINANCIAL GROUP, SAME AS OFFICE ADDRESS, DBA FOR FINANCIAL SERVICES AND FIXED INSURANCE (2) NAME OF OTHER BUSINESS: N.R. LADY VIPERS INVESTMENT RELATED: NO ADDRESS: 5517 BROOK EDGE DR. RALEIGH NC 27613 BUSINESS: GIRLS AAU BASKETBALL TEAM START DATE: 9/2017 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: COACH BRIEF DESCRIPTION OF DUTIES: TRAIN GIRLS AND PREPARE FOR TOURNAMENTS (3) NAME OF OTHER BUSINESS: NEUSE CHRISTIAN ACADEMY; INVESTMENT RELATED: NO; ADDRESS: 7600 FALLS OF NEUSE RALEIGH, NC 27615 NATURE OF BUSINESS: BASKETBALL COACHING; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: GIRLS BASKETBALL COACH; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: TEACH AND TRAIN YOUNG LADIES TO PLAY BASKETBALL;
CRS (Client Relationship Summary) - RIA
Click below to view Robert Maury Eastmann'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
February 15, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
BOCA RATON, FL
Current
May 4, 2012 - Present
CETERA ADVISORS LLC
Office #1: 5550 Glades Rd Ste 500, Boca Raton, FL 33431BD
CRD#: 10299
Boca Raton, FL
Past
May 18, 2012 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
May 10, 2007 - June 4, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOCA RATON, FL
Past
May 8, 2007 - June 4, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
BOCA RATON, FL
Past
July 13, 2000 - May 15, 2007
NEW ENGLAND SECURITIES
RIA
CRD#: 615
BOCA RATON, FL
Past
July 13, 2000 - May 15, 2007
NEW ENGLAND SECURITIES
BD
CRD#: 615
BOCA RATON, FL
Past
January 3, 1995 - July 17, 2000
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
November 7, 1994 - November 23, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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
California(5/4/2012)
RR
Colorado(9/2/2025)
RR
Florida(5/18/2012)
IAR
Florida(2/15/2024)
RR
Georgia(5/29/2012)
RR
Illinois(5/4/2012)
RR
Indiana(6/5/2012)
RR
Kansas(1/16/2025)
RR
New Jersey(5/4/2012)
RR
New York(5/4/2012)
RR
North Carolina(5/4/2012)
IAR
North Carolina(8/26/2025)
RR
Ohio(7/12/2024)
RR
Oregon(5/4/2012)
RR
Pennsylvania(6/11/2025)
RR
South Carolina(6/7/2019)
RR
South Dakota(4/29/2014)
RR
Texas(5/4/2012)
IAR
Texas(3/21/2024)
RR
Virginia(4/20/2016)
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
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
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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.
