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Steven G Trojanov

Cetera Investment Advisers LLC

Bala Cynwyd, PA

CRD 1937493

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-08
  • PA RA
    APPROVED
    Since 2025-12-08

Branch Locations

555 City Avenue Suite 440, Bala Cynwyd, PA 19004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trojanov Insurance Agency, Llc Downingtown PA 12/2009 03/2020
Weichert Realtors Wayne PA 05/2017 02/2018
Century 21 Cornerstone Wayne PA 02/2018 08/2019
Keller Williams Exton PA 08/2019 09/2020
Pruco Securities, Llc. Chalfont PA 12/2019 12/2022
Prudential Insurance Company Of America Warrington PA 12/2019 12/2022
Allstate Insurance Trojanov Agency Wayne PA 09/2007 12/2019
Farmers Insurance Downingtown PA 10/2023 01/2024
Steven Trojanov Downingtown PA 01/2023 10/2023
Edward Jones St. Louis MO 01/2024 Present
Cetera Investment Services Llc St Cloud MN 12/2025 Present
Cetera Investment Advisers Llc Bala Cynwyd PA 12/2025 Present
  • 12/2009 → 03/2020
    Trojanov Insurance Agency, Llc
    Downingtown, PA
  • 05/2017 → 02/2018
    Weichert Realtors
    Wayne, PA
  • 02/2018 → 08/2019
    Century 21 Cornerstone
    Wayne, PA
  • 08/2019 → 09/2020
    Keller Williams
    Exton, PA
  • 12/2019 → 12/2022
    Chalfont, PA
  • 12/2019 → 12/2022
    Prudential Insurance Company Of America
    Warrington, PA
  • 09/2007 → 12/2019
    Allstate Insurance Trojanov Agency
    Wayne, PA
  • 10/2023 → 01/2024
    Farmers Insurance
    Downingtown, PA
  • 01/2023 → 10/2023
    Steven Trojanov
    Downingtown, PA
  • 01/2024 → Present
    St. Louis, MO
  • 12/2025 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 12/2025 → Present
    Bala Cynwyd, PA
Previous Registrations
  • 2024-01-19 → 2025-12-09
    Coatesville, PA
    St Louis, MO
    Haverford, PA
    Downingtown, PA
    St. Louis, MO
  • 2019-12-10 → 2023-01-12
    Downington, PA
    Warrington, PA
  • 2005-10-17 → 2006-01-17
    Wayne, PA
  • 2002-08-05 → 2003-09-09
    New England Securities
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-05
S63 Uniform Securities Agent State Law Examination 1989-06-01
  • S65 Uniform Investment Adviser Law Examination
    1997-06-05
  • S63 Uniform Securities Agent State Law Examination
    1989-06-01
Designations
  • Chartered Financial Consultant
Other Names
  • Steven Gregory Trojanov
  • Steve Trojanov
  • Steven Trojanov

View on SEC IAPD

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