Steven Subelsky

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

• 03/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2007 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2000 → Present
  Quantum Financial Services, Llc
  Farmington Hills, MI
• 01/2009 → Present
  Frank, Hirsch, Subelsky & Freedman, P.C.
  Farmington Hills, MI

Other Businesses

NAME OF OTHER BUSINESS: FRANK, HIRSCH, SUBELSKY & FREEDMAN, P. C.; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING PRACTICE; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: TAX AND ACCOUNTING SERVICES; 2) QUANTUM FINANCIAL SERVICES, LLC; DBA FOR INVESTMENT PRACTICE; INV REL:

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-29
• S63 Uniform Securities Agent State Law Examination
  2000-12-14

Designations

• Personal Financial Specialist