Steven Trojanov is a ChFC-designated registered investment advisor, based in Bala Cynwyd, PA, with 34 years of industry experience.
Location
555 City Avenue Suite 440, Bala Cynwyd, PA, 19004
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 5 mos
Cetera Investment Services LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
Edward JonesBroker
January 2024 - December 2025 · 1 yr 11 mos
Edward Jones
January 2024 - December 2025 · 1 yr 11 mos
Prudential Financial Planning Services
December 2019 - January 2023 · 3 yrs 1 mo
Pruco Securities, LLC.Broker
December 2019 - January 2023 · 3 yrs 1 mo
Allstate Financial Services, LLCBroker
January 2006 - December 2019 · 13 yrs 11 mos
Eagle Strategies CORP
October 2005 - January 2006 · 3 mos
Nylife Securities INC.Broker
July 2004 - January 2006 · 1 yr 6 mos
The O.N. Equity Sales CompanyBroker
October 2003 - May 2004 · 7 mos
New England Securities Corporation
August 2002 - September 2003 · 1 yr 1 mo
New England SecuritiesBroker
June 2002 - September 2003 · 1 yr 3 mos
Waddell & Reed, INC.Broker
October 1999 - June 2002 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
June 1999 - September 1999 · 3 mos
Ids Life Insurance CompanyBroker
June 1999 - September 1999 · 3 mos
Conseco Financial Services, INC.Broker
April 1999 - April 1999 · 0 mos
Ffp Securities, INC.Broker
September 1998 - March 1999 · 6 mos
Keystone Brokerage, INC.Broker
January 1998 - September 1998 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - November 1997 · 6 mos
MML Investors Services, INC.Broker
July 1996 - January 1997 · 6 mos
Sun Investment Services CompanyBroker
June 1995 - April 1996 · 10 mos
Transamerica Financial Resources, INC.Broker
November 1994 - June 1995 · 7 mos
Capital Analysts, IncorporatedBroker
April 1994 - November 1994 · 7 mos
Metlife Securities INC.Broker
April 1989 - April 1994 · 5 yrs
Metropolitan Life Insurance CompanyBroker
April 1989 - April 1994 · 5 yrs
State Registrations6 states
CTDEFLMDNJPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.