Lincoln Investment
32yrs
Top advisor by experience in Soquel
28yrs
Robert Baldacci
Financial advisor at Cetera Investment Advisers
Robert Baldacci has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Soquel, California. After nine years at J.P. Morgan Securities and three years at Chase Investment Services, Robert joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 10 advisors with offices in Soquel, and one of 10 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office2901 Park Ave Suite B1, Soquel, CA 95073
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
- 2012 – 2021J.P. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
- Nov 2008 – Mar 2009Banc of America Investment Services, Inc.Previously
- Feb 2007 – Nov 2008Wells Fargo Clearing Services, LLCPreviously
- Jul 2004 – Oct 2005Citicorp Investment ServicesPreviously
Contact Robert
2901 Park Ave Suite B1Soquel, CA 95073Office · 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 Baldacci. Robert works from the Soquel, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 19% 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?
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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