Scott Andrew Steiner

Current Employers

Employment History

• 05/2014 → Present
  Forcite Llc
  Lakewood Ranch, FL
• 07/2017 → Present
  Steiner Law Office, Pllc
  Lakewood Ranch, FL
• 06/2020 → 01/2023
  Forcite Tax Strategies Llc
  Lakewood Ranch, FL
• 06/2020 → 01/2023
  Forcite Wealth Stategies Llc
  Lakewood Ranch, FL
• 07/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2023 → Present
  Steiner Wealth Management Llc;
  Lakewood Ranch, FL
• 01/2023 → Present
  Steiner Accounting And Tax Llc;
  Lakewood Ranch, FL

Other Businesses

1)STEINER LAW OFFICES, PLLC, SAME ADDRESS AS REGISTERED BRANCH, NOT INVESTMENT RELATED, PART OWNER, ESTATE PLANNING, PROBATE, TRUSTE ADMINISTRATION, BUSINESS ENTITIES, DISPUTE RESOLUTION, NON-PROFITS, OTHER LEGAL SERVICES, ATTORNEY, 25H/WEEK, SINCE 07/2017 2) NAME OF OTHER BUSINESS: FORCITE, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: MANAGEMENT CONSULTING, START DATE: 05/2014, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE NON-INVESTMENT ADVICE, INSIGHT, AND ANALYSIS RELATED TO BUSINESS OPERATIONS.\ 3) NAME OF OTHER BUSINESS: STEINER WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE AND FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: STEINER ACCOUNTING AND TAX LLC; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: TAX AND ACCOUNTING SERVICES, CPA; 5) NAME OF OTHER BUSINESS: 8210B LLC, INVESTMENT RELATED: NO, ADDRESS: 8210 LAKEWOOD RANCH BLVD, BRADENTON, FL 34202, NATURE OF 12/2024, POSITION/TITLE/RELATIONSHIP: MEMBER/MANAGER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNERSHIP OF THE OFFICE BUILDING IN WHICH WE WILL OPERATE OUR BUSINESS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-22
• S65 Uniform Investment Adviser Law Examination
  2020-06-22

Designations

Other Names

• Scott Steiner
• Scott Steiner