Robert Daniel McMahon
Financial advisor at Cetera Investment Advisers
Last updated 2026-10-10
Claim your profileRobert Daniel McMahon is a financial advisor at Cetera Investment Advisers, CRD 6436466. Licenses and exams on the registration: Series 66. IAPD registration began 2015-03-23.
Registration
- CRD number
- 6436466
- Registration status
- Active
- IAPD registration
- 2015-03-23
- Industry Experience
- 11 years
- Work Experience
- 11 years
- States registered
- CA, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2015-01 to 2025-03 · Edward Jones · St. Louis, MO
- 2025-03 to 2026-08 · Lpl Financial LLC · Roseville, CA
- 2026-03 to Present · Sierra Oaks Financial · Auburn, CA
- 2026-08 to Present · Cetera Wealth Services, LLC · El Segundo, CA
- 2026-08 to Present · Cetera Investment Advisers LLC · Schaumburg, IL
Current employment
- Cetera Investment Advisers LLC · Schaumburg, IL
Cetera Investment Advisers
- Regulatory AUM
- $256,813,748,739
- Registered advisors
- 10,370
- Offices
- 7,392
- Clients per advisor
- 78.5 (Moderate)
- Average AUM per client
- $315.5K (Low)
- High-net-worth client ratio
- 9.7% (Low)
Cetera Investment Advisers: advisors, services and reported ETF investments
About
Robert Daniel McMahon is a CFP® financial advisor at Cetera Investment Advisers LLC, operating as Cetera Investment Advisers. Reported securities licenses include Series 66. The latest record indicates 11 years of industry experience and 11 years of reported work history. Reported roles include Cetera Wealth Services, LLC, Sierra Oaks Financial, Lpl Financial LLC, Edward Jones.
SEC disclosures list additional business and community activities: 1: Name of other business: sierra oaks financial investment related: yes address: same as registered location nature of business: dba for financial services start date: 03/2026 position/title/relationship: financial advisor - ceo apx number of hours per week: 5 apx number of hours during trading hours: 0 brief description of duties: offering securities, advisory and insurance services; General bookkeeping, marketing, sales; form br – yes employment history – yes 2.
Cetera Investment Advisers' firm-level Form ADV reports 10,370 advisors across 7,392 offices; approximately 78.5 clients per advisor, average assets per client of $315,511, and regulatory AUM of $256.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $73.1B across 1,688 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Daniel McMahon personally.
Reported ETF positions
Cetera Investment Advisers reports 1,688 ETF positions worth $73.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3.6B |
| VTV — Vanguard Morningstar Value ETF | $1.7B |
| QQQ — Invesco QQQ Trust, Series 1 | $1.7B |
| AGG — iShares Core U.S. Aggregate Bond ETF | $1.5B |
| VOO — Vanguard S&P 500 ETF | $1.5B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cetera Investment Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $900.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $535.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $142.1M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $97.9M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cetera Investment Advisers on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Trust Company
- Insurance Company or Agency
- Pension Consultant
Contact
The firm's filed contact details.
- Phone: 310-257-7880
- Website: vimeo.com/FIRSTALLIED
Official record
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