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Steven Eric Zeitchick

Investment adviser representative at Ladenburg Thalmann Asset Management Inc
20 yearsExperience
7 statesRegistered in
$6.7BFirm assets
28 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Ladenburg Thalmann Asset Management IncJun 2004 to now
  2. Ladenburg, Thalmann & Co., Inc.Nov 2002 to now
  3. Securities America AdvisorsMar 2019 to Dec 2022
  4. Securities America Inc.Mar 2019 to Dec 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 7 states (AZ, CA, FL, NH, NJ, NY, VA).

Ladenburg Thalmann Asset Management Inc

$6.7BAssets managed
3,154Clients
20Advisers
28 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
2969033
Firm CRD
108604
Advisor's SEC record (opens in a new tab)
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