Douglas Stefanini, financial advisor Atlanta GA

Douglas Stefanini

CRD Number: 1934781
Current Firm: Cetera Advisors LLC

Douglas Stefanini (CRD# 1934781) is an Investment Advisor Representative working at Cetera Advisors LLC in Atlanta, GA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC St Cloud, MN Sep 2023 - Current < 1
Douglas J. Stefanini Atlanta, GA Aug 2005 - Current 18
Douglas Stefanini Financial Planning Atlanta, GA Aug 2005 - Current 18
Longview Wealth Management Atlanta, GA Mar 2011 - Sep 2023 12
M. S. Howells & Co Scottsdale, AZ Jan 2023 - Aug 2023 < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Dec 2022 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Douglas J. Stefanini
Phone Number: 800-929-3485
Firm Website: http://cetera.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    21,228
    MILLIONS
  • Total Number of Accounts
    90,646
    ACCOUNTS
  • Average Account Value
    $234,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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