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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

Robert M Edelson

Advisor at CETERA INVESTMENT ADVISERS LLC

HILLSBOROUGH, NJ | EDISON, NJ

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Search this name across graphsid dfx:ria:75682a7a-dbed-6dfb-d417-4a7c56c5e03b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 2, 2003
First registration: Oct 3, 2003
Dual registered: yes, broker-dealer
Other names: ROBERT MICHAEL EDELSON|Robert B Edelson
IAPD individual key: 4705514

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	n/a	yes	EDISON, NJ\|HILLSBOROUGH, NJ	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Apr 5, 2019	no	PRINCETON, NJ\|SUMMIT, NJ\|HILLSBOROUGH, NJ\|PRINCETON, NJ	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jun 23, 2006	Oct 23, 2009	no	SUMMIT, NJ\|PRINCETON, NJ	Previous registration
COLUMBIA MANAGEMENT ADVISORS, INC.	n/a	Oct 3, 2003	Sep 7, 2004	no	PRINCETON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CETERA INVESTMENT ADVISERS LLC	Apr 5, 2019	Jun 29, 2023	1,546	Firm change after gap	Wirehouse to ibd
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
COLUMBIA MANAGEMENT ADVISORS, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Sep 7, 2004	Jun 23, 2006	654	Firm change after gap	Other

Relationships

Registered with (4)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Jun 29, 2023 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Apr 5, 2019factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 23, 2006 to Oct 23, 2009factForm ADV
→ COLUMBIA MANAGEMENT ADVISORS, INC.Registered adviserregistration: previous registration
Oct 3, 2003 to Sep 7, 2004factForm ADV

Dated events

No dated event names this entity yet.