Steve Indiveri
Investment adviser representative at Cx Institutional, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$4.5BFirm assets
Are you Steve Indiveri? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cx Institutional, LLCJun 2026 to now
- Northern Trust Asset ManagementJan 2016 to Jun 2026
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 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
- 8298640
- Firm CRD
- 292627