Steven Edward Brendle
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$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
27 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Brendle Cpa, P.A.Jul 2014 to now
- Brendle Financial Group, LLCJul 2010 to now
- Brendle Crouse P.A.Jan 2000 to now
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- 1st Global Advisors, Inc.Aug 2018 to Oct 2019
- Avantax Insurance Services, Inc.Jul 2005 to Sep 2025
- 1st Global Capital Corp.Oct 1999 to Oct 2019
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 4052043
- Firm CRD
- 105644