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Steve Indiveri

Cx Institutional, LLC

Plano, TX

Auburn, IN

CRD 8298640

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Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Cx Institutional, Llc

200 East 7Th Street, Auburn, IN 46706 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-29
  • TX RA
    APPROVED
    Since 2026-06-29

Branch Locations

7500 Dallas Pkwy Suite 475, Plano, TX 75024 • United States

200 East 7Th Street, Auburn, IN 46706 • 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
Northern Trust Asset Management Dallas TX 01/2016 06/2026
Cx Institutional Plano TX 06/2026 Present
  • 01/2016 → 06/2026
    Northern Trust Asset Management
    Dallas, TX
  • 06/2026 → Present
    Cx Institutional
    Plano, TX
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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