Steven Marantz
Steven Marantz is a registered investment advisor at Cetera Investment Advisers LLC, based in Dalton, MA, 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
Dalton, MA
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2013Criminal
March 1969Other Business ActivitiesSells Insurance
Steven is an independent insurance agent selling fixed insurance products and also works as a financial advisor through Reed Financial Planning Services, LLC, selling fixed insurance, securities, and investment products. These activities take up nearly all of Steven's time. Steven is also a member of the Select Board for the Town of Longmeadow and a committee member for Local Community Mitigation, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Conscious Capital Wealth Management, LLC
J.W. Cole Financial, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Bancnorth Investment Group, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Pacvest Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations7 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.