Peter
Steger
Kingswood Wealth Advisors, LLC
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About this Advisor
Peter Steger is a chartered financial consultant who works in Chicago, Illinois who has 4 years of industry experience. Steger is an employee of Kingswood Wealth Advisors, LLC. Throughout their career, Steger has worked at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Chalice Capital Partners, LLC and Chalice Wealth Advisors, LLC. Steger holds a Series 63 license, designating them as a securities representative, and is registered to advise clients in Illinois. Kingswood Wealth Advisors, LLC is a registered investment firm that has its headquarters in San Diego, CA. It has offices in seven locations and a total of 82 employees. It administers $969 million in assets among its 2,720 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,720 customer accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in investable assets. Kingswood Wealth Advisors, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically vary depending on which service is offered. However, fees billed by Kingswood Wealth Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
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
- Other
Peter Steger Work History
Peter has been registered as a financial advisor for 4 years.*
Chalice Capital Partners, LLC
Chalice Wealth Advisors, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Steger 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 Kingswood Wealth Advisors, LLC
Miami, FL
San Diego, CA
Freeport, IL
Sugar Hill, NH
Miami, FL
Denver, CO
San Diego, CA
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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