SL
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Steven Lovell
14 Years of Experience
Upper Arlington, OH
4 DisclosuresBroker
Steven Lovell is a registered investment advisor at Cetera Investment Advisers LLC, based in Upper Arlington, OH, with 14 years of industry experience. Steven 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
2130 Tremont Center, Upper Arlington, OH, 43221
Get directionsHistory
Regulatory History (4)
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Customer Dispute
September 2025Settled
Customer Dispute
December 2022Settled
Customer Dispute
February 2021Denied
Customer Dispute
October 2020Closed-No Action
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Investment Services LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
September 2022 - November 2024 · 2 yrs 2 mos
Morgan StanleyBroker
September 2022 - November 2024 · 2 yrs 2 mos
Key Investment Services LLC
July 2015 - September 2022 · 7 yrs 2 mos
Key Investment Services LLCBroker
June 2012 - September 2022 · 10 yrs 3 mos
PNC Investments
March 2012 - May 2012 · 2 mos
PNC InvestmentsBroker
October 2011 - May 2012 · 7 mos
State Registrations2 states
INOH
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.