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Steven Libby

42 Years of Experience
Rockledge, FL
BrokerSells Insurance

Steven Libby is a registered investment advisor at Cetera Investment Advisers LLC, based in Rockledge, FL, with 42 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6451 Third St Ste 2, Rockledge, FL, 32955

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Steven operates Libby Advisors LLC as a DBA for financial services, dedicating a full-time commitment to this endeavor. He also works as an insurance agent selling life insurance, annuities, and long-term care, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Ifg Advisory Services INC
February 1995 - January 2004 · 8 yrs 11 mos
Ifg Network Securities, INC.Broker
March 1991 - January 2004 · 12 yrs 10 mos
Ids Securities CORP.Broker
July 1986 - December 1986 · 5 mos
American Express Financial Advisors INC.Broker
March 1984 - March 1991 · 7 yrs
Ids Financial Services INC.Broker
March 1984 - December 1986 · 2 yrs 9 mos
State Registrations19 states
AKALCOFLGAIAIDKYMDNCNYOHPASCTNTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Libby - Financial Advisor | TrueAdvisor