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Cheryl Steiner

18 Years of Experience
Millersburg, OH
Broker

Cheryl Steiner is a registered investment advisor at Cetera Investment Advisers LLC, based in Millersburg, OH, with 18 years of industry experience. Cheryl 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

91 S Clay Street, Millersburg, OH, 44654

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cheryl is the treasurer for the Wayne County Committee for Crippled Children & Adults, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2017 - Present · 9 yrs
Cetera Investment Services LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
PNC Investments
September 2013 - May 2017 · 3 yrs 8 mos
PNC InvestmentsBroker
March 2010 - May 2017 · 7 yrs 2 mos
Natcity Investments, INC.Broker
October 2006 - January 2009 · 2 yrs 3 mos
State Registrations6 states
CACOFLINOHTX
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.