Steven Zborowski
Steven Zborowski is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 41 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
7284 W Palmetto Park Rd Ste 106, Boca Raton, FL, 33433
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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 agent/broker for Evershore Fixed Insurance since 2016 and United Americam Ins. Co. since 2022, selling fixed insurance and medicare supplemental insurance. He dedicates a few hours per week to Evershore and minimal time to United Americam.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
Prudential Financial Planning Services
Prudential Financial Planning Services
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Fort Washington Brokerage Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations12 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.