Scott Steiner
Scott Steiner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood Ranch, FL, with 6 years of industry experience. Scott 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
8210 Lakewood Ranch Boulevard, Unit 105, Lakewood Ranch, FL, 34202
Get directionsHistory
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
Scott is a part owner and attorney at Steiner Law Offices, PLLC, dedicating about a quarter of his time. He also owns Forcite, LLC (management consulting), Steiner Wealth Management LLC (financial services), Steiner Accounting and Tax LLC, and 8210B LLC (office building ownership), spending varying amounts of time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Linsco/private Ledger CORP.Broker
State Registrations10 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.