RM
Robert A. Mclarnon
CETERA INVESTMENT ADVISERS LLC
Yardley, PA 19067
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CRD#: 6649858
RM
Professional summary
Robert A Mclarnon, who also goes by Robert Mclarnon, Rob Mclarnon, Robert A Mclarnon, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Yardley, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Langhorne, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Robert has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Mclarnon | Rob Mclarnon | Robert A Mclarnon
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: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2013 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: STRACK ASSOCIATES INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INCOME TAX PREPARATION/BOOKKEEPING START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: INCOME TAX PREPARATION/BOOKKEEPING 3. NAME OF OTHER BUSINESS: BCWM REALTY GROUP LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL REAL ESTATE START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: NONE APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: BCWM REALTY GROUP LLC IS THE OWNER OF A NEW OFFICE BUILDING OF WHICH RENT WILL BE PAID TO THE ENTITY. 4. NAME OF OTHER BUSINESS: BUCKS COUNTY WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: I AM A FINANCIAL ADVISOR 5. NAME OF OTHER BUSINESS: CALCULATING DESTINY LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX / ACCOUNTING SERVICES START DATE: 10/2021 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I OVERSEE BOOKKEEPERS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert A Mclarnon'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
October 16, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1100 Quarry Commons Drive, Yardley, PA 19067RIA
CRD#: 105644
Yardley, PA
Current
October 16, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 605 Corporate Drive West, Langhorne, PA 19047Office #2: 3425 Limekiln Pike Suite 3, Chalfont, PA 18914BD
CRD#: 13572
Langhorne, PA
Past
January 12, 2017 - October 20, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
YARDLEY, PA
Past
August 31, 2016 - October 20, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
YARDLEY, 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
California(11/27/2023)
RR
Florida(10/16/2023)
RR
Georgia(10/16/2023)
RR
Illinois(1/22/2025)
RR
Kentucky(10/16/2023)
RR
Maine(1/10/2024)
RR
Massachusetts(10/16/2023)
RR
New Hampshire(10/16/2023)
RR
New Jersey(10/16/2023)
RR
Pennsylvania(10/16/2023)
IAR
Pennsylvania(10/16/2023)
RR
South Carolina(10/16/2023)
RR
Texas(12/1/2023)
IAR
Texas(12/1/2023)
RR
Virginia(10/16/2023)
Exams
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Yardley, PA 19067TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
