SM
ChFC
SM
ChFC

Steven Madeira

27 Years of Experience
South Easton, MA
1 DisclosureBrokerSells Insurance

Steven Madeira is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in South Easton, MA, with 27 years of industry experience. Steven 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

448 Turnpike St Suite I-2A, South Easton, MA, 02375

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2006
Other Business ActivitiesSells Insurance

Steven is a registered representative with Boston Financial Partners, selling insurance and securities products, and an independent insurance agent selling fixed insurance products, both full-time. He also works as an independent contractor buying and selling real estate, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2006 - June 2021 · 14 yrs 7 mos
Voya Financial Advisors, INC.Broker
November 2006 - June 2021 · 14 yrs 7 mos
Ameriprise Financial Services, INC.Broker
July 1998 - June 2006 · 7 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1998 - June 2006 · 7 yrs 11 mos
Biltmore Securities, INCBroker
January 1996 - August 1996 · 7 mos
State Registrations17 states
ALCTFLGALAMAMDMEMONCNHNJNYRIUTVTVirgin Islands
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.