Steven Robert Wagner
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCAug 2025 to now
- Cetera Advisors LLCApr 2025 to now
- Bray Farm Income Advisory LLCFeb 2024 to now
- City of New York, Office of Management and BudgetSep 2023 to May 2024
- Coastal Ocean VisionJun 2023 to Aug 2023
- Columbia UniversityAug 2022 to May 2024
- Town of YarmouthJun 2022 to Aug 2022
- YmcaJan 2022 to May 2022
- LiviteSep 2021 to Dec 2021
- Column HealthMar 2021 to Sep 2021
- UnemployedSep 2020 to Feb 2021
- Town of YarmouthJun 2020 to Aug 2020
- Boston CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7989680
- Firm CRD
- 105644