Steven Blanchard
Steven Blanchard is a registered investment advisor at Cetera Investment Advisers LLC, based in Westbrook, ME, with 43 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Westbrook, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells fixed insurance products, including life, health, disability, annuities, and long-term care, as an insurance agent with various companies since 2016, dedicating minimal time. He also operates an insurance business under the DBA Steven Blanchard since 1979, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations5 states
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