DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Mark Cerrito
Feed of 09/15/2026
Also filed as Robert Mark Cerrito
At current firm
1 y
since Apr 7, 2025
In the industry
26 y
since Sep 18, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Gradient Advisors, LLC independent RIA currentsince Apr 7, 2025 · Arden Hills, Mn
- Wealth Watch Advisors, Inc independent RIAAug 15, 2022 to Apr 9, 2025 · St. Petersburgf, Fl
- Walser Wealth Management Company, A Limited Liability Company independent RIAJun 11, 2021 to Jul 14, 2022 · Tampa, Fl
- Pruco Securities, LLC no RAUMJun 23, 2017 to Jun 2, 2021 · Tampa, Fl
- Secure Investment Management, LLC independent RIANov 20, 2015 to May 12, 2017 · Coral Springs, Fl
- Signature Investments, Inc. formerMar 25, 2013 to Sep 22, 2015 · Palm Harbor, Fl
- Sicor Securities Inc unclassifiedMar 1, 2011 to Dec 31, 2012 · Dayton, Oh
- Global Financial Private Capital, Inc. formerMay 24, 2010 to Mar 2, 2011 · Clearwater, Fl
Moves
a registration end followed by a registration begin elsewhere
- Wealth Watch Advisors, Inc to Gradient Advisors, LLCleft Apr 9, 2025, registered Apr 7, 2025 (-2 days) · RIA to RIA
- Walser Wealth Management Company, A Limited Liability Company to Wealth Watch Advisors, Incleft Jul 14, 2022, registered Aug 15, 2022 (32 days) · RIA to RIA · moved with a team
- Pruco Securities, LLC to Walser Wealth Management Company, A Limited Liability Companyleft Jun 2, 2021, registered Jun 11, 2021 (9 days) · Affiliated broker-dealer or bank to independent RIA
- Secure Investment Management, LLC to Pruco Securities, LLCleft May 12, 2017, registered Jun 23, 2017 (42 days) · Other
- Signature Investments, Inc. to Secure Investment Management, LLCleft Sep 22, 2015, registered Nov 20, 2015 (59 days) · Other
- Sicor Securities Inc to Signature Investments, Inc.left Dec 31, 2012, registered Mar 25, 2013 (84 days) · Other
- Global Financial Private Capital, Inc. to Sicor Securities Incleft Mar 2, 2011, registered Mar 1, 2011 (-1 days) · Other
Signals
- Robert Mark Cerrito left Wealth Watch Advisors, Inc for Gradient Advisors, Llc (registered 2025-04-07)Apr 9, 2025 · Advisor changed firm · fact
- Robert Mark Cerrito left Walser Wealth Management Company, A Limited Liability Company for Wealth Watch Advisors, Inc (registered 2022-08-15)Jul 14, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address