Steven Sayegh
Steven Sayegh is a registered investment advisor at Cetera Investment Advisers LLC, based in Staten Island, NY, with 22 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
2555 Richmond Ave, Suite 210, Staten Island, NY, 10314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the president of EZ Clamp Inc, 100% owner of JTD Products LLC, and 50% owner of 45 Jonathan Drive LLC. He also uses Sayegh Wealth Management as a DBA name for Cetera business, is a notary public, president of Tupelo Homeowners Association, and co-director of Finest AAU, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Countrywide Investment Services, INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations13 states
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