Scott Andrew Steiner
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
12 years in the industry.
- Steiner Accounting and Tax LLC;Jan 2023 to now
- Steiner Wealth Management LLC;Jan 2023 to now
- Cetera Investment Advisers LLCJul 2020 to now
- Cetera Financial Specialists LLCJul 2020 to now
- Steiner Law Office, PllcJul 2017 to now
- Forcite LLCMay 2014 to now
- Forcite Tax Strategies LLCJun 2020 to Jan 2023
- Forcite Wealth Stategies LLCJun 2020 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 3254419
- Firm CRD
- 105644