Douglas Stefanini
Douglas Stefanini is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 36 years of industry experience. Douglas 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
3017 Bolling Way Ne, Floors 1 and 2, Atlanta, GA, 30305
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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
Douglas sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, dedicating about 10-20% of his time. He also works as a financial professional for Totus Wealth Management LLC (about a quarter of his time), refers individuals to Gig Worker Solutions (minimal time), and owns rental real estate (minimal time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
M. S. Howells & CO.Broker
Longview Wealth Management
Cambridge Investment Research, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Paulson Investment Company, INC.
Paulson Investment Company, INC.Broker
Schneider Securities, INC.Broker
Investors Associates, INC.Broker
Robert Todd Financial CORP.Broker
R.B. Webster Investments, INC.Broker
Princeton Financial Group, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations10 states
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