Steven Aberblatt
Steven Aberblatt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Philadelphia, PA, with 32 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6820 Horrocks St., Philadelphia, PA, 19149
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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 ActivitiesSells Insurance
Steven is an independent insurance agent since 1992, selling various insurance products including annuities, variable insurance, long-term care, and disability insurance. He also runs a CPA firm, dedicating about half his time to tax preparation and accounting.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 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.
Exams
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