Steven Scheichet
Steven Scheichet is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Delray Beach, FL, 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
Delray Beach, FL
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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 fixed insurance agent since 2009, selling life, disability, annuities, and long-term care insurance, dedicating a few hours per week. He is also the President/CEO/Treasurer of SFS Management LLC since 2017, spending about 10-20% of his time aiding advisors in Cetera business matters.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
State Registrations46 states
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