Steven Kantz
Steven Kantz is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 28 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
Firm Size
IM Fee
Assets Under Management
Location
3000 McKnight East Drive, Suite 333, Pittsburgh, PA, 15237
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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 insurance agent selling life, disability, and fixed annuities with various companies since 2005. This takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Ameritas Investment CORP.Broker
The Codrick Financial Group, INC.Broker
Vtr Capital, INC.Broker
State Registrations7 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.