Steven Greenberg
Steven Greenberg is a registered investment advisor at Cetera Investment Advisers LLC, based in St Simons Island, GA, 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
Firm Size
IM Fee
Assets Under Management
Location
St Simons Island, GA
Get directionsHistory
Regulatory History (1)
Criminal
April 1984Other Business ActivitiesSells Insurance
Steven operates Oak Hill Financial, LLC, a DBA for securities and insurance sales, dedicating a few hours per week. He also prepares personal income taxes as a sole proprietor for about 10-20% of his time during March and April, and is a financial professional for W Financial Advisors, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations8 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.