Steven Zimmerman
Steven Zimmerman is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wayne, PA, with 26 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
460 E Swedesford Road Suite 2030, Wayne, PA, 19087
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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 sells fixed insurance products, including life, health, disability, annuities, long-term care, and bonding, since 1987, and life settlements since 2017. He also operates Magis Financial Partners as a DBA for financial services through Cetera Advisors, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Investors Capital Advisory
Rutherford, Brown & Catherwood, LLCBroker
Magis Financial Partners
Wharton Equity CorporationBroker
State Registrations14 states
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