Steven Tillona
Steven Tillona is a registered investment advisor at Cetera Investment Advisers LLC, based in Southington, CT, with 38 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
72 Queen Street, Southington, CT, 06489
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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 sells fixed insurance products, including life insurance, annuities, and long-term care, dedicating nearly full-time hours to this activity. He also prepares taxes, teaches investment advisory seminars, and is involved with a non-profit and community college.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital CORP.Broker
Investors Capital Advisory
LPL Financial LLC
LPL Financial LLCBroker
Robert Thomas Securities, INCBroker
Broad Reach Capital, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations11 states
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