Steven Brendle
Steven Brendle is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Winston-Salem, NC, with 26 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4622 Country Club Road, Suite 220, Winston-Salem, NC, 27104
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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 a licensed real estate broker, owner of real estate, and trustee of an insurance trust. He also owns Brendle Financial Group, LLC (financial services) and Brendle Crouse P.A. (CPA firm), and spends about a quarter of his time on each of those businesses. Steven also recommends insurance needs as part of the financial planning process.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
Brendle Financial Group, LLC
1st Global Capital CORP.Broker
State Registrations11 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.
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