SG
SG

Stephen Gierl

43 Years of Experience
Seven Fields, PA
Sells Insurance

Stephen Gierl is a registered investment advisor at Cetera Investment Advisers LLC, based in Seven Fields, PA, with 43 years of industry experience. Stephen 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

310 Seven Fields Blvd Pa, Suite 161, Seven Fields, PA, 16046

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Stephen is involved in insurance sales through Gierl Augustine & Associates, LLC, dedicating minimal time. He also co-owns and manages property through Augustine, Gierl & Augustine, spending minimal time on this activity as well.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Avantax Planning Partners, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Avantax Advisory Services
December 2024 - September 2025 · 9 mos
Stratos Wealth Advisors LLC
January 2020 - February 2024 · 4 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
September 2014 - November 2017 · 3 yrs 2 mos
Gierl Augustine Investment Management, INC.
February 2007 - June 2020 · 13 yrs 4 mos
Cambridge Investment Research, INC.Broker
February 2007 - September 2014 · 7 yrs 7 mos
Cambridge Investment Research Advisors, INC.
February 2007 - July 2007 · 5 mos
Raymond James Financial Services
August 2000 - February 2007 · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 1989 - February 2007 · 17 yrs 6 mos
Amos-Lee Securities, INC.Broker
January 1989 - August 1989 · 7 mos
Prudential-Bache Securities INC.Broker
November 1984 - February 1989 · 4 yrs 3 mos
Shearson Lehman/american Express INC.Broker
January 1983 - November 1984 · 1 yr 10 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.