RBC Capital Markets
41yrs
Top 3% by experience nationwide
43yrs
Robert Magee has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Lower Burrell, Pennsylvania. Robert has been with Cetera Investment Advisers since 2023. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6 advisors with offices in Lower Burrell, and one of 6 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Lower Burrell
Office124 Frederick Dr, Lower Burrell, PA 15068
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Contact Robert
124 Frederick DrLower Burrell, PA 15068Office · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, IL
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Robert Magee. Robert works from the Lower Burrell, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 43 years. Top advisor by experience in Lower Burrell.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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