Marilyn Stefans
Marilyn Stefans is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woodbury, NY, with 35 years of industry experience. Marilyn 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
137 Woodbury Rd, Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Marilyn is a tax preparer and an independent insurance agent selling life, accident, health, and long-term care insurance, dedicating about 10-20% of her time to insurance sales. She also owns Summit Advisors of Long Island, is a trustee for an irrevocable trust, is an enrolled agent at Stefan Associates Inc, is a managing partner at Long Island Branch LLC, refers clients to Stefans Law Group PC, and owns The Stefans Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
Investors Planning ServicesBroker
State Registrations25 states
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