Stephen Whyte
Stephen Whyte is a registered investment advisor at Cetera Investment Advisers LLC, based in Rancho Cucamonga, CA, with 12 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
10370 Commerce Center Dr, Suite 130, Rancho Cucamonga, CA, 91730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an insurance agent for Avantax Insurance Agency/Services, dedicating about 10-20% of his time to meeting with clients and providing insurance options. He is also the CEO of Whyte & Associates Inc., an income tax, accounting, payroll, and business advisory practice, which takes up a significant portion of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Crown Capital Securities, L.P.Broker
State Registrations23 states
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