Steven Howard Scheichet

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2017 → 02/2018
  Raff Financial Services, Inc&Penn Equitites Inc
  Florham Park, NJ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 12/08/2009, 2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: SFS MANAGEMENT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: STAFF AND OFFICE MANAGEMENT; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: PRESIDENT / CEO / TREASURER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: AID ADVISORS IN CONDUCTING CETERA BUSINESS MATTERS. PROVIDE COPIERS, MAIL SERVICE, AND PROCESSING OF BUSINESS DOCUMENTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-03

Designations

• Certified Financial Planner