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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Robert Daniel Hartland

Robert D. Hartland

CETERA INVESTMENT ADVISERS LLC | Private Wealth Advisor
Sun City, FL 33573
Some features on this profile are disabled
CRD#: 2253564
Robert Daniel Hartland

Professional summary

Robert Daniel Hartland, CLU®, who also goes by Bob Hartland, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Sun City, Florida and CETERA WEALTH SERVICES, LLC located in Sun City, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Retirement Planning Strategies
Wealth Preservation Strategies
Investments
Are you a "fiduciary"?
Yes

Aliases

Bob Hartland

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Daniel Hartland'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®
CLU®

Chartered Life Underwriter

Experience

Current

January 15, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1601 Rickenbacker Dr Ste 1, Sun City, FL 33573
RIA
CRD#: 105644
Sun City, FL
Current

January 20, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1601 Rickenbacker Dr Ste 1, Sun City, FL 33573
BD
CRD#: 13572
SUN CITY, FL
Past

November 12, 2016 - January 16, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Sun City Center, FL
Past

November 4, 2016 - January 16, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Sun City Center, FL
Past

May 14, 2003 - November 22, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
LARGO, FL
Past

July 20, 1992 - March 12, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 20, 1992 - March 12, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(1/29/2026)
RR
District of Columbia
(1/23/2026)
RR
Florida
(1/22/2026)
IAR
Florida
(1/22/2026)
RR
Georgia
(1/29/2026)
RR
Idaho
(1/22/2026)
RR
Massachusetts
(1/21/2026)
RR
Mississippi
(2/2/2026)
RR
New York
(1/22/2026)
RR
North Carolina
(1/26/2026)
RR
Pennsylvania
(1/26/2026)
RR
South Carolina
(2/4/2026)
RR
Tennessee
(1/26/2026)
IAR
Texas
(1/15/2026)
RR
Texas
(1/21/2026)
RR
Washington
(1/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/12/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/19/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/1992
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
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.

Company Information

CETERA INVESTMENT ADVISERS LLC

Private Wealth AdvisorCRD#: 105644Sun City, FL 33573

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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