Unclaimed Profile

Robert Laurie Dreizler

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California

SIE, Series 1, Series 6TO, Series 7, Series 22TO, Series 24, Series 63, Series 65ChFCClean record24 years registeredPROTECTED INVESTORS OF AMERICA

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 867308Firm CRD# 6082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Laurie Dreizler · SAN FRANCISCO, CA

Registration

CRD #867308 · PROTECTED INVESTORS OF AMERICA · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROTECTED INVESTORS OF AMERICA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2016 – Dec 2024

Sacramento, CA

PROTECTED INVESTORS OF AMERICA

Jul 2007 – Jul 2016

SACRAMENTO, CA

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

May 2002 – Jun 2007

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6TO

Series 7

Series 22TO

Series 24

Series 63

Series 65

Registration record

First registered · May 17, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTECTED INVESTORS OF AMERICA

CRD 6082 · SEC 801-10299

AUM

$608M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by PROTECTED INVESTORS OF AMERICA

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROTECTED INVESTORS OF AMERICA →

Introduction

Speak with Robert Laurie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert Laurie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Laurie Dreizler offer?

Robert Laurie Dreizler specializes in Financial Planning, Investment Management.

What are Robert Laurie Dreizler's credentials?

Robert Laurie Dreizler holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Laurie Dreizler located?

Robert Laurie Dreizler is based in SAN FRANCISCO, California, last registered with PROTECTED INVESTORS OF AMERICA.

How does Robert Laurie Dreizler charge for services?

Robert Laurie Dreizler's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROTECTED INVESTORS OF AMERICA?

PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →