SF
SF

Steven Fuerbacher

31 Years of Experience
Eatontown, NJ
1 DisclosureBroker

Steven Fuerbacher is a registered investment advisor at LPL Financial LLC, based in Eatontown, NJ, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

2 Industrial Way W Ste 202A, Eatontown, NJ, 07724

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2013
Denied
Other Business Activities

Steven is affiliated with Gladstone Wealth Partners as a DBA for his LPL business since 2022. He also owns rental real estate properties and is a member/manager of Next Level Financial LLC, a business entity for tax/investment purposes only, and dedicates minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Santander Securities
March 2014 - September 2022 · 8 yrs 6 mos
Santander Securities LLCBroker
September 2012 - September 2022 · 10 yrs
LPL Financial LLCBroker
June 2008 - September 2012 · 4 yrs 3 mos
Invest Financial CorporationBroker
October 2003 - July 2008 · 4 yrs 9 mos
Essex National Securities, INC.Broker
July 2003 - October 2003 · 3 mos
Quick & Reilly, INC.Broker
December 2001 - June 2003 · 1 yr 6 mos
Ndb Capital Markets, LPBroker
September 2000 - July 2001 · 10 mos
M. H. Meyerson & CO., INC.Broker
October 1993 - September 2000 · 6 yrs 11 mos
State Registrations12 states
DEFLGAMDMONCNHNJNYOHPASC
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.