Stefan Cautino
Stefan Cautino is a registered investment advisor at Cetera Investment Advisers LLC, based in Braintree, MA, with 11 years of industry experience. Stefan 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
35 Braintree Hill Office Park, Ste 309, Braintree, MA, 02184
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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
Stefan is a managing partner at Driscoll Financial Group, a financial planning DBA, and an independent insurance agent selling fixed insurance products, dedicating nearly all his time to these activities. He also provides administrative support as an OSJ Delegate and volunteers for youth sports and a non-profit school, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations18 states
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