Stephanie Lynn Aloi
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Stephanie Lynn Aloi? 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
13 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCOct 2020 to now
- Fox FinancialJul 2017 to now
- Fox Holdings, Inc dba H&r BlockJul 2017 to now
- Avantax Insurance Agency, LLCJul 2018 to Oct 2020
- Austin Locksmithing & SecurityAug 2017 to Mar 2020
- Avantax Advisory ServicesJun 2017 to Oct 2020
- Avantax Investment Services, Inc.Jun 2017 to Oct 2020
- Howden North AmericaJul 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5797331
- Firm CRD
- 105644