Morgan Stanley
46yrs
Top advisor by experience in Long Beach
30yrs
Robert Sowder has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Long Beach, California. After a year at Cetera Investment Advisers and six years at Cetera Wealth Services, Robert joined CLG in 2023, a firm offering financial planning, investment management, and retirement plan consulting. CLG reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 358 advisors with offices in Long Beach, and one of 315 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office4821 E 2nd Street, Long Beach, CA 90803
FirmCLG
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$767,924
Advisors at the firm23
States licensed ?1 state
Services through CLG
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 – nowCLG LLCCurrent firm
- Jun 2023 – Dec 2023Cetera Investment Advisers LLCPreviously
- 2017 – 2023Cetera Wealth Services, LLCPreviously
- Nov 2017 – Nov 2017Cetera Wealth Services, LLCPreviously
- 2002 – 2017LPL Financial LLCPreviously
- Feb 2002 – Aug 2002Kestra Investment Services, LLCPreviously
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?
- 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 CLG at (310) 329-5150 and ask for Robert Sowder. Robert works from the Long Beach, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
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?
CLG reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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