Steven Donald Witter
Investment adviser representative at Bentham Wealth Advisors
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$110.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Bentham Wealth AdvisorsAug 2024 to now
- Lincoln InvestmentJan 2017 to Aug 2024
- Legend Equities CorporationJul 2006 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bentham Wealth Advisors
Legal name: Bentham Wealth Advisors Inc
$110.1MAssets managed
218Clients
2Advisers
2 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
- 5016923
- Firm CRD
- 332035