Stephen
Lewis
Cetera Advisors LLC
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About this Advisor
Stephen Lewis is a financial advisor operating out of Roseville, Minnesota who has 3 years of relevant experience. Lewis is currently employed by Cetera Advisors LLC. Throughout their career, they have worked at Next Financial Group Inc, Cetera Advisors LLC, Stephen Lewis, Stephen Lewis & Associates, LLC, Kelly Services, Physicians Financial Advisor and Stephen Wayne Enterprises, LLC. Lewis has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota, New Mexico and Texas. Cetera Advisors LLC is a firm that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 financial advisors. It handles $21 billion in assets across its 90,646 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 294 charitable organizations. Of its 90,646 client accounts, 26% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cetera Advisors LLC provides a number 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 educational seminars. Fees charged by financial advisors largely vary depending on the financial services. However, fees billed by Cetera Advisors LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
Stephen Lewis Work History
Stephen has been registered as a financial advisor for 3 years.*
Cetera Advisors LLC
Stephen Wayne Enterprises, LLC
Stephen Lewis & Associates, LLC
Physicians Financial Advisor
Stephen Lewis
Kelly Services
Next Financial Group Inc
Next Financial Group 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 Stephen Lewis 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 Cetera Advisors LLC
Westborough, MA
Englewood, CO
Boca Raton, FL
Missoula, MT
San Diego, CA
Akron, OH
Lake Oswego, OR
Franklin, WI
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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