Donna Marie Stefans
Investment adviser representative at Cetera Investment Advisers LLC
39 yearsExperience
1 stateRegistered 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
39 years in the industry.
- Adviseher FinancialApr 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Long Island Branch LLC; dba Affiliated Wealth AdvisorsNov 2016 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Stefans Associates, Inc.Jan 1996 to now
- National Westminster Bank USAMay 1987 to now
- Gold Coast Capital ManagementJul 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2257494
- Firm CRD
- 105644