RH
Robert A. Hostetter
CETERA INVESTMENT ADVISERS LLC
EPHRATA, PA 17522
Some features on this profile are disabled
CRD#: 5283020
RH
Professional summary
Robert Aaron Hostetter is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ephrata, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Ephrata, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 5 firms and has passed the Series 65, 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.
HOSTETTER & HOSTETTER CERTIFIED PUBLIC ACCOUNTANTS; Non-Investment Related; 40 Friendly Drive, Quarryville PA; Accounting; Owner/Partner; Start Date 01/2005; 240 hours per month with the majority of hours per month occurring during trading hours; Offer accounting and tax services. >> ROBERT HOSTETTER (LANDSCAPING); Non-Investment Related; Pequea PA; Other; Owner; Start Date 01/2015; 10 hours per month; Snow plowing/landscaping at various rental properties of mine. >> 7 FOLD PROPERTIES LLC; Non-Investment Related; 2296 S Market Street, Elizabethtown PA; Real Estate; Member/Owner; Start Date 10/2019; 5 hours per month with no hours per month occurring during trading hours; This entity owns a commercial property that is a 2nd location for my accounting practice. >> MARTIC TOWNSHIP, PA, AUDITOR; Non-Investment Related; 370 Steinman Farm Road, Pequea PA; Other; Township Auditor; Start Date 01/2022; 2 hours per month with no hours per month occurring during trading hours; Assist two other Martic township auditors in reviewing the financial records of the Township and make any related recommendations for change/updates. >> CREATIVE HAIR DESIGN; Non-Investment Related; 1011B Lancaster Pike, Quarryville, PA; Other; Co-owner; Start Date 01/2012; 7 hours per month with no hours per month occurring during trading hours; I co-owned the business with my wife; I assist with maintaining accounting records and maintaining the salon facilities. >> FARM; Non-Investment Related; Pequea, PA; Farming; Owner; Start Date 01/2016; 10 hours per month with no hours per month occurring during trading hours; Farming - planting and harvesting crops. >> FULTON BANK LANCASTER ADVISORY BOARD; Non-Investment Related; 1 Penn Square, Lancaster PA; Board Member; Advisory Board Member; Start Date 02/2018; 2 hours per month with no hours per month occurring during trading hours; Attend 4-6 meetings regional advisory board meetings each year. This is not the main bank board - we are to be the eyes and ears for the bank in our local communities. >> COMMITTED HOLDINGS LLC; Non-Investment Related; 40 Friendly Drive, Quarryville PA; Real Estate; Owner/Member; Start Date 10/2020; 2 hours per month with no hours per month occurring during trading hours; This LLC purchased a multi-unit (approximately 7 units) residential rental property. >> IWNRPY LLC; Non-Investment Related; Pequea PA; Mobile App; Owner; Start Date 10/2013; No hours per month; This LLC was created to start a mobile app development. The LLC has been dormant since its inception. >> INSURANCE; Investment Related; 40 Friendly Drive, Quarryville PA; Insurance; Insurance Agent; Start Date 09/2008; No hours per month. >> RENTAL PROPERTY; Non-Investment Related; Quarryville, PA; Real Estate; Owner; Start Date 01/2009; 7 hours per month with some of those 7 hours occurring during trading hours; I own some rental properties. >> HOSTETTER ENTERPRISES LTD; Non-Investment Related; Quarryville, PA; Real Estate; Member; Start Date 01/2008; 5 hours per month with most of those 5 hours occurring during trading hours; Single member LLC that I am the member of that owns my main office property. >> THE COFFEE HOST LLC; Non-Investment Related; Pequea, PA; Other; Spouse; Start Date 10/2024; 4 hours per month with none of those 4 hours occurring during trading hours; This is my wife's business; I assist her with various menial tasks.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Aaron Hostetter'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 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 226 S Reading Road, Ephrata, PA 17522RIA
CRD#: 105644
EPHRATA, PA
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 860 N Reading Road, Ephrata, PA 17522BD
CRD#: 13572
Ephrata, PA
Past
November 16, 2023 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Ephrata, PA
Past
November 16, 2023 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Ephrata, PA
Past
October 11, 2013 - October 3, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
QUARRYVILLE, PA
Past
August 3, 2007 - October 3, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
QUARRYVILLE, 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
Ohio(11/4/2025)
RR
Pennsylvania(2/20/2025)
IAR
Pennsylvania(2/20/2025)
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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Ephrata, PA 17522TRUST BUT VERIFY
Monitor Robert Hostetter
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
