Stephen Robert Becker

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Beckers Tax Service
  High Bridge, NJ
• 06/2016 → 06/2017
  Sunrise Systems
  Edison, NJ
• 09/2015 → 12/2016
  United States Postal Service
  Ringoes, NJ
• 08/2013 → 01/2020
  Steve Becker Tax Services
  High Bridge, NJ
• 08/2023 → 09/2025
  Avantax Advisory Services
  High Bridge, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-08 → 2025-09-05
  Avantax Advisory Services
  High Bridge, NJ
  Phillipsburg, NJ

Other Businesses

BECKERS TAX SERVICE POSITION: Sole Proprietor NATURE: Sole proprietor of tax preparation business.Tax preparation for individuals, businesses, and estates, tax consulting, payroll services and Notary. INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2018 ADDRESS: 26 PATTON ST, HIGH BRIDGE NJ 08829, United States DESCRIPTION: Prepare and e-file individual tax returns.Prepare business and trust returns. Consult with clients regarding tax and other financial matters.Maintain computer and networked electronic peripherals. Notary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-06
• S63 Uniform Securities Agent State Law Examination
  2003-04-02

Other Names

• Stephen R Becker
• Stephen Becker
• Steve Becker
• Stevea Becker
• Stever Becker
• Steve R Becker
• Steve Robert Becker