AS
AS

Aletha Steehler

27 Years of Experience
Victor, NY
Broker

Aletha Steehler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Victor, NY, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1600 Moseley Road, Suite 200, Victor, NY, 14564

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aletha is the owner/proprietor of Elite Image and an officer (Treasurer) for Rush Fire District. She spends about 10-20% of her time on Elite Image and a few hours per week on her duties for Rush Fire District.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
January 2007 - Present · 19 yrs 4 mos
Raymond James Financial Services, INC.
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Excel Securities & Associates, INC.Broker
May 2006 - December 2006 · 7 mos
Raymond James Financial Services, INC.Broker
March 2003 - May 2006 · 3 yrs 2 mos
Salomon Smith Barney INC.Broker
January 2000 - March 2001 · 1 yr 2 mos
Monroe Securities, INC.Broker
May 1999 - June 1999 · 1 mo
Kirlin Securities INC.Broker
December 1998 - April 1999 · 4 mos
H.J. Meyers & CO., INC.Broker
October 1995 - September 1998 · 2 yrs 11 mos
State Registrations13 states
AZCACOCTFLGAMANJNYOHPARITX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.