Steven Siegel
Steven Siegel is a registered investment advisor at Cetera Investment Advisers LLC, based in Wilmette, IL, with 36 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
3330 Old Glenview Road, Suite 7, Wilmette, IL, 60091-2963
Get directionsHistory
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 Activities
Steven is a partner at Marvin M Siegel, CPA, PC, a tax practice/CPA firm, dedicating full-time hours to this activity. He also has an accounting practice and DBA named Siegel Accounting & Financial Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
State Registrations23 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.