Steven Zeitchick
Steven Zeitchick is a registered investment advisor at Ladenburg Thalmann Asset Management INC, based in Boca Raton, FL, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,334 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ladenburg Thalmann Asset Management manages investments through various programs and separately managed accounts. Fees for these services are determined by the specific program or agreement and are subject to negotiation. Details and fee schedules for Ladenburg-sponsored programs are available upon request. For separately managed accounts, fees are generally charged quarterly, either in advance or in arrears, as specified in the client agreement.
Location
2255 Glades Road, Suite 324A, Boca Raton, FL, 33431
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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, spending minimal time on insurance sales. He also works as a chiropractor, is involved in credit card processing sales, and refers clients to Douglas Elliman for real estate services during weekends.
Employment History
Current Registrations
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ladenburg Capital Management INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
Gbi Capital Partners INC.Broker
State Registrations17 states
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