Steven Donald Beinfest
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm assets
Are you Steven Donald Beinfest? Claim your profile
Contact this firm
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
16 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCApr 2022 to now
- Steven Beinfest Cpa;Nov 2010 to now
- First Financial Equity CorporationNov 2010 to Apr 2022
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5233962
- Firm CRD
- 105644