Stephanie Yurschak
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
11 years in the industry.
- Cetera Investment Advisers LLCJun 2025 to now
- Cetera Investment Services LLCJun 2025 to now
- Logan's Deli & MarketNov 2022 to Aug 2023
- Pfs Investments Inc.Aug 2022 to Jun 2025
- Papa Brillo'sMar 2022 to Nov 2022
- Primerica Financial ServicesDec 2021 to Jun 2025
- Joe's GrillMay 2021 to Aug 2024
- NetritionMay 2020 to Aug 2020
- Kris' Mid City TavernMar 2019 to Oct 2019
- The Heritage CafeAug 2018 to May 2021
- RamblerMar 2018 to Jul 2018
- Paul Martin's American GrillMar 2017 to Mar 2018
- Paul Martin's American GrillOct 2016 to Feb 2017
- Pinthouse PizzaOct 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
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
- 7606924
- Firm CRD
- 105644