Stephen Sharkey
Stephen Sharkey is a registered investment advisor at Cetera Investment Advisers LLC, based in Blue Bell, PA, with 18 years of industry experience. Stephen 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
653 Skippack Pike Ste 15A, Blue Bell, PA, 19422
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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
Stephen is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this. He is also a financial advisor/owner at Wissahickon Creek Advisors, selling securities, insurance, and advisory services, taking about 60% of his time. Additionally, Stephen owns 75% of Ondik Sharkey Insurance Group, selling property and casualty products as well as employee benefit products, spending about 10% of his time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Nationwide Securities, LLCBroker
State Registrations9 states
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