Stephanie Fagan
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Stephanie Fagan? 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
10 years in the industry.
- Intentional Wealth SolutionsFeb 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Cetera Advisors LLCAug 2024 to Jan 2026
- Cetera Financial Specialists LLCAug 2024 to Jan 2026
- Cetera Investment Services LLCAug 2024 to Jan 2026
- Monat GlobalOct 2023 to Sep 2024
- Avantax Advisory ServicesJun 2021 to Sep 2025
- Avantax Investment Services IncJun 2021 to Sep 2025
- Morgan StanleyMay 2019 to Jun 2021
- MktgMar 2019 to Mar 2021
- Merchant HouseMar 2019 to Apr 2019
- DoordashJan 2019 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6734455
- Firm CRD
- 105644