Steven Dichter
Steven Dichter is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 45 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
401 Broadhollow Rd, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
Steven has ownership stakes in Dichter Inc (100%), Dichter-Pappas Group (61%), and FMRG Holdings, LLC (12.5%). He also serves as co-trustee for multiple Dichter Pappas Partnership 401k plans, dedicating minimal time to each activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Philips, Appel & Walden, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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