Stephanie Aloi
Stephanie Aloi is a registered investment advisor at Cetera Investment Advisers LLC, based in Olean, NY, with 8 years of industry experience. Stephanie 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
487 N Union St, Olean, NY, 14760
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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
Stephanie sells fixed insurance products including life, annuities, and long-term care, dedicating a few hours per week. She also works as a tax preparer, bookkeeper, financial professional, and trustee, each taking minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Avantax Investment Services, INC.Broker
State Registrations4 states
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