Steven Douglas
Steven Douglas is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Honey Brook, PA, with 29 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
Honey Brook, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Steven is a selling agent for EIAs, dedicating minimal time to this activity. He is also the majority owner of Brandywine Valley Wealth Advisors, LLC, a wealth management firm, taking nearly full-time hours. Steven is also an advisory board member for a non-profit, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.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.