Douglas James Stefanini
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCSep 2023 to now
- Douglas J. StefaniniAug 2005 to now
- Douglas Stefanini Financial PlanningAug 2005 to now
- M. S. Howells & CoJan 2023 to Aug 2023
- Longview Wealth ManagementMar 2011 to Sep 2023
- Cambridge Investment Research, IncMar 2011 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1934781
- Firm CRD
- 105644