Stephen Kach is a registered investment advisor, based in Shillington, PA, with 35 years of industry experience.
Location
34 West Lancaster Avenue, Shillington, PA, 19607
Get directionsHistory
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 →Other Business Activities
Stephen is an advisor at Anchorpoint Wealth Management, doing business as (DBA) the same name since 2015. This activity takes up nearly all of Stephen's time.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.Broker
December 2008 - September 2022 · 13 yrs 9 mos
First Allied Securities, INC.
December 2008 - July 2012 · 3 yrs 7 mos
First Montauk Securities CORP.
February 2007 - December 2008 · 1 yr 10 mos
Gordon H. Dickinson & CO.
February 1994 - October 2011 · 17 yrs 8 mos
First Montauk Securities CORP.Broker
April 1993 - December 2008 · 15 yrs 8 mos
Valley National Investments, INC.Broker
March 1993 - April 1993 · 1 mo
Pruco Securities CorporationBroker
August 1990 - March 1993 · 2 yrs 7 mos
The Prudential Insurance Company of AmericaBroker
August 1990 - March 1993 · 2 yrs 7 mos
State Registrations1 state
PA
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.