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Steven Wagner

1 Year of Experience
Pittsburgh, PA
Broker

Steven Wagner is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 1 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

Pittsburgh, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Steven is a financial professional at Bray Farm Income Advisory since July 2024, providing advisory services and managing the entity's financial affairs. This activity takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
State Registrations15 states
CACOCTDCFLMAMDNCNJNYOHPASCVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.