Stephen Schliesser
Stephen Schliesser is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Ramon, CA, with 39 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
Firm Size
IM Fee
Assets Under Management
Location
2000 Crow Canyon Place, Suite 430, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Regulatory
March 1999Other Business ActivitiesSells Insurance
Stephen sells life, health, and long-term care insurance as part of his advisory business and co-manages personal rental properties. He also works as a mortgage broker, provides residential real estate referrals, and is involved with multiple homeowners' associations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
The Pacific Center for Financial Services
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.Broker
Financial Network Investment CorporationBroker
Herrmann Securities, INC.Broker
Cypress Capital CorporationBroker
Herrmann Securities, INC.Broker
Patterson Financial Services, INC.Broker
Calvert Securities CorporationBroker
State Registrations27 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.