Steven Dobler
Steven Dobler is a ChFC-designated registered investment advisor at Stifel Independent Advisors, LLC, based in Lithia, FL, with 45 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can go up to 1.00% for the Summit program and vary by specific wrap fee program or strategy. Actual fees are set out in the fee schedule of your advisory agreement and are generally negotiable.
Fee Estimator
Location
Lithia, FL
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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 Activities
Steven is the owner and financial advisor at Dobler Asset Management LLC since 2005. He dedicates minimal time to this activity.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
J. B. Hanauer & CO.Broker
Kimmins Securities, INC.Broker
Lowell H. Listrom & Company INC.Broker
State Registrations9 states
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
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