RR
Robert J. Russoli
CETERA INVESTMENT ADVISERS LLC
MECHANICSBURG, PA 17055
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CRD#: 4801427
RR
Professional summary
Robert Jude Russoli, AIF® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mechanicsburg, Pennsylvania and CETERA WEALTH SERVICES, LLC located in New Holland, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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) NAME OF OTHER BUSINESS: DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: REG REPRESENTATIVE START DATE: 10/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: MANAGE TRUST DEPT AND SUPERVISE ADVISORS; 2) NAME OF OTHER BUSINESS: HARRISBURG MASONIC TEMPLE INVESTMENT RELATED: NO ADDRESS: 2701 N. 3RD ST, HARRISBURG, PA 17110 ; NATURE OF BUSINESS: FRATERNAL ORGANIZATION ; START DATE: 06/2021 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: OPERATION AND MAINTENANCE OF THE CENTER ; 3) NAME OF OTHER BUSINESS: HARRISBURG-SNYDER LODGE #629, INVESTMENT RELATED: NO, ADDRESS: 2701 N. THIRD ST, HARRISBURG, PA 17110, NATURE OF BUSINESS: NON-PROFIT, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR ENTERING FINANCIAL/INVESTMENT DATA INTO A SPREADSHEET FOR AUDIT PURPOSES;
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jude Russoli'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®
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5 Kacey Ct Ste 101, Mechanicsburg, PA 17055Office #2: 501 Fairmount Ave, Towson, MD 21286Office #3: 8216 Philadelphia Rd, Baltimore, MD 21237Office #4: 77 East King St, Shippensburg, PA 17257Office #5: 4345 Linglestown Rd, Harrisburg, PA 17112Office #6: 427 Village Dr, Carlisle, PA 17015RIA
CRD#: 105644
MECHANICSBURG, PA
Current
June 14, 2004 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 301 West Main St, New Holland, PA 17557Office #2: 501 Fairmount Ave Suite 200, Towson, MD 21286Office #3: 4750 Lindle Rd, Harrisburg, PA 17111Office #4: 77 East King St, Shippensburg, PA 17257Office #5: 427 Village Dr, Carlisle, PA 17015Office #6: 1800 Fruitville Pike, Lancaster, PA 17601Office #7: 566 Lausch Lane, Lancaster, PA 17601BD
CRD#: 13572
NEW HOLLAND, PA
Past
August 16, 2017 - August 17, 2020
WHEATLAND ADVISORS INC
RIA
CRD#: 105026
Camp Hill, PA
Past
June 6, 2006 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CAMP HILL, 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".
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
Alabama(10/3/2024)
RR
California(8/9/2024)
RR
Delaware(10/25/2021)
RR
District of Columbia(2/6/2014)
RR
Florida(3/31/2020)
RR
Illinois(2/13/2023)
RR
Maryland(9/26/2005)
IAR
Maryland(6/29/2023)
RR
New Jersey(10/17/2023)
RR
New York(4/24/2024)
RR
Oklahoma(1/10/2023)
RR
Pennsylvania(7/14/2004)
IAR
Pennsylvania(6/29/2023)
RR
South Carolina(12/3/2016)
RR
Virginia(1/10/2023)
RR
Washington(7/31/2018)
Exams
State Security Law Exam
State Security Law 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
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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.
