Steven
Cere
Cary Street Partners
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About this Advisor
Steven Cere is a financial advisor based in Tampa, Florida, working with Cary Street Partners. Steven has previously held positions at Bb&T Securities, Truist Investment Services, Inc, Truist Advisory Services, Inc, Cary Street Partners Investment Advisory LLC, and Cary Street Partners LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in Florida and North Carolina. Currently, Steven is part of Cary Street Partners, which operates out of Tampa, Florida. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$6,977,336,124
144
12,547
$556,096
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Steven Cere Work History
Cary Street Partners Investment Advisory LLC
Cary Street Partners LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
Disclosures
Please visit the SEC profile of Steven Cere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cary Street Partners
Charlotte, NC
Summit, NJ
Greenville, SC
Fredericksburg, VA
Charlottesville, VA
Roanoke, VA
Austin, TX
Glen Allen, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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