Marilyn Cannata Stefans

Current Employers

Employment History

• 01/1996 → Present
  Stefans Associates Inc.
  Woodbury, NY
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2015 → 05/2019
  Gold Coast Capital Management Corp
  Woodbury, NY
• 01/2012 → Present
  Long Island Branch Llc; Dba Affiliated Wealth Advisors
  Woodbury, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Adviseher Financial
  Melville, NY

Previous Registrations

• 1995-01-18 → 2003-01-28
  Nathan & Lewis Securities, Inc.
  Woodbury, NY

Other Businesses

1. TAX PREPARER, PREPARE INCOME TAXES, BEGAN 01/1978, 12HRS/WKDY, 4HRS/WKEND; 2. INDEPENDENT INSURANCE AGENT, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, FROM BUSINESS ADDRESS, 1 SEC 1 NON SEC HR/WEEK, SINCE 10/2012; 3. NAME OF OTHER BUSINESS: SUMMIT ADVISORS OF LONG ISLAND DBA WEALTH ADVISORY ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR ACTIVITIES; 4. NAME OF OTHER BUSINESS: VAHAN KHANZADIAN IRREVOCABLE TRUST, INVESTMENT RELATED: NO, ADDRESS: 147 FINNISH LANE JEWETT NY 12744, NATURE OF BUSINESS: TRUSTEE OF IRREVOCABLE TRUST, START DATE: 1/2016, APX NUMBER OF HOURS PER WEEK: 0, APX NUMBER OF TRADING HOURS PER WEEK: 0, POSITION/TITLE/RELATIONSHIP: TRUSTEE; 5. NAME OF OTHER BUSINESS: STEFAN ASSOCIATES INC, DBA SUMMIT TAX ADVISORS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNT AND TAX PREPARATION SERVICES; START DATE: 09/14/2016; POSITION/TITLE/RELATIONSHIP: ENROLLED AGENT; APX NUMBER OF HOURS PER WEEK: 18 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX PREP SERVICES. 6. NAME OF OTHER BUSINESS: LONG ISLAND BRANCH LLC DBA AFFILIATED WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS MANAGEMENT; START DATE: 01/2012; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: FINANCIAL/ADMINISTRATIVE DUTIES AND MARKETING. 7. NAME OF OTHER BUSINESS: STEFANS LAW GROUP PC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: LAW OFFICE ; START DATE: 08/2019 ; POSITION/TITLE/RELATIONSHIP: NONE ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: REFER SECURITIES CLIENTS IN NEED OF LEGAL ASSISTANCE ; 8. NAME OF OTHER BUSINESS: THE STEFANS GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS MARKETING; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS:1; BRIEF DESCRIPTION OF DUTIES: DBA FOR BRANDING AND MARKETING; 9.NAME OF OTHER BUSINESS: ADVISEHER FINANCIAL INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/31/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (OR OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-28
• S63 Uniform Securities Agent State Law Examination
  1990-10-24

Designations