Stephen Durso
Stephen Durso is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Long Beach, NY, with 31 years of industry experience. Stephen 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
Long Beach, NY
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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
Stephen sells life insurance, annuities, and long-term care as an insurance agent with various companies. He is also an advisor with North Ridge Wealth Planning LLC and a registered representative with SJB Financial Management, dedicating about a quarter of his time to the latter. Stephen also works as a tax preparer on a seasonal basis.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 states
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