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. Their practice areas include Investment Management. 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
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
10511 Mary Rose Way, Lithia, FL, 33547
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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
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