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Steven Rawlins

14 Years of Experience
Jacksonville, FL
Broker

Steven Rawlins is a registered investment advisor, based in Jacksonville, FL, with 14 years of industry experience.

Location

4651 Salisbury Road, Suite 185, Jacksonville, FL, 32256

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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

Steven is involved in several outside business activities, including chairman positions at educational and professional organizations, president of MSW Wealth Advisors LLC and MSW Leasing Inc, and president of a CPA firm. He also serves as treasurer and president for the Florida District Exchange Club; none of these activities appear to be insurance-related.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
October 2012 - October 2019 · 7 yrs
1st Global Capital CORP.Broker
January 2012 - October 2019 · 7 yrs 9 mos
State Registrations1 state
FL
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.