Robert D. Bodnar

CETERA INVESTMENT ADVISERS LLC

PITTSBURGH, PA

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CRD#: 2210287

Professional summary

Robert Dale Bodnar is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pittsburgh, Pennsylvania and CETERA INVESTMENT SERVICES LLC located in Pittsburgh, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 13 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7 and Series 4 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.

(1) TRADEMARK PENDING APPROVAL BY USPTO, FUTURE SALES OF T-SHIRT MERCHANDISE, 100% OWNER, 0/HRS/WK (2) MEMBER OF INFRAGARD MEMBERS ALLIANCE PITTSBURGH; CONNECTS MEMBERS WITHIN CRITICAL INFRASTRUCTURE TO THE FBI, TO PROVIDE EDUCATION, INFORMATION SHARING, NETWORKTING, AND WORKSHOPS ON EMERGING TECHNOLOGIES AND THREATS; 1 HR/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Dale Bodnar's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 1, 2022 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 7703 Mcknight Road, Pittsburgh, PA 15237

RIA

CRD#: 105644

PITTSBURGH, PA

Current

July 1, 2022 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 7703 Mcknight Road, Pittsburgh, PA 15237Office #2: 8040 Peebles Road, Pittsburgh, PA 15237

CRD#: 3248

PITTSBURGH, PA

Past

July 21, 2000 - December 31, 2001

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

July 21, 2000 - November 18, 2004

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

April 5, 1995 - July 17, 2000

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

June 4, 1993 - April 10, 1995

PENN CAPITAL FINANCIAL SERVICES, INC.

CRD#: 10640

PITTSBURGH, PA

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Arizona
(10/8/2025)

Florida
(7/1/2022)

Indiana
(3/5/2025)

Ohio
(12/14/2022)

Pennsylvania
(7/1/2022)

IAR

Pennsylvania
(7/1/2022)

Washington
(11/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/18/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 10/8/1998

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Robert D. Bodnar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Dale Bodnar's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

WESBANCO SECURITIES, INC.

WESBANCO SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RYAN BECK & CO.

RYAN BECK & CO.

NATCITY INSURANCE SERVICES, INC.

NATCITY INVESTMENTS, INC.

ALLEGHENY INVESTMENTS, LTD.

PENN CAPITAL FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/1996

Series 63

Date: 8/4/1992

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/27/1992

Series 4

Date: 10/8/1998

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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