Steven Choquette
Steven Choquette is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cheshire, CT, with 18 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
609 West Johnson Avenue Suite 305, Cheshire, CT, 06410
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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 is an independent insurance agent since 2013, selling fixed insurance products. He is also an Investment Adviser Representative with Jacobs Financial Partners since 2020, selling and servicing insurance, securities, and investment products, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations6 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.