SS
PFS
SS
PFS

Steven Subelsky

25 Years of Experience
Farmington Hills, MI
Broker

Steven Subelsky is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Farmington Hills, MI, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

31731 Northwestern Highway, Suite 100E, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Steven is a CPA at Frank, Hirsch, Subelsky & Freedman, P.C., a tax and accounting practice, since January 2024. Quantum Financial Services, LLC is a DBA for Steven's investment practice.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2007 - Present · 18 yrs 8 mos
Cetera Financial Specialists LLCBroker
March 2004 - Present · 22 yrs 4 mos
Previous Registrations
Hochman & Baker Securities, INC.Broker
December 2000 - September 2004 · 3 yrs 9 mos
State Registrations3 states
GAMINY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.