Steven R Madeira

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

• 09/2014 → 06/2021
  Voya Financial Advisors
  S Easton, MA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-11-29 → 2021-06-09
  Voya Financial Advisors, Inc.
  Braintree, MA
  South Easton, MA
  Windsor, CT

Other Businesses

1. NAME OF ENTITY: Boston Financial Partners; Yes; SAME AS REGISTERED LOCATION; DBA name; registered representative; 3/10/2010; 160; 160; sales and services of insurance and securities products; 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION; fixed insurance sales; independent insurance agent; 3/10/2010; 160; 160; sales of fixed insurance products;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-01

Designations

• Chartered Financial Consultant

Other Names

• Steven Richard Madeira
• Steven Richard Madeira