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Steven Dietz

46 Years of Experience
Eatontown, NJ
Broker

Steven Dietz is a registered investment advisor at Cetera Investment Advisers LLC, based in Eatontown, NJ, with 46 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

442 Highway 35 South, Bldg A 1st Floor, Eatontown, NJ, 07724

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
June 2022 - Present · 4 yrs 1 mo
Cetera Advisors LLCBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
July 2022 - March 2024 · 1 yr 8 mos
National Asset Management, INC.
January 2015 - July 2022 · 7 yrs 6 mos
National Securities CorporationBroker
December 2014 - July 2022 · 7 yrs 7 mos
J P Turner & Company Capital Management, LLC
August 2008 - December 2014 · 6 yrs 4 mos
J.P. Turner & Company, L.L.C.Broker
August 2008 - December 2014 · 6 yrs 4 mos
First Montauk Securities CORP.
October 2006 - August 2008 · 1 yr 10 mos
First Montauk Securities CORP.Broker
February 1988 - August 2008 · 20 yrs 6 mos
Philips, Appel & Walden, INC.Broker
April 1983 - February 1988 · 4 yrs 10 mos
Fittin, Cunningham & Lauzon, INC.Broker
March 1982 - April 1983 · 1 yr 1 mo
Advest, INC.Broker
November 1981 - February 1982 · 3 mos
Verrilli Altschuler Schwartz INC.Broker
November 1979 - November 1981 · 2 yrs
State Registrations6 states
FLMENJNYORVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Dietz - Financial Advisor | TrueAdvisor