Steven Wittenberg, financial advisor Cardiff By The Sea CA
93 score

Steven Wittenberg

CRD Number: 1309847
Current Firm: Wittenberg, Steven S.

Steven Wittenberg (CRD# 1309847) is an Investment Advisor Representative working at Wittenberg, Steven S. in Cardiff By The Sea, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
The Inspired Youth Cardiff By The Sea, CA Jun 2011 - Current 6
Steven S. Wittenberg (self Emp) Cardift By The Sea, CA Aug 1983 - Current 34
Mutual Securities, Inc. Camarillo, CA Jan 2013 - Jul 2015 2
Planmember Securities Corporation Carpinteria, CA Feb 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Steven S. Wittenberg
Phone Number: (760) 942- 1880
Registered State(s):
  • CA
Current Firm Details
Wittenberg, Steven S.
Firm's CRD Number: 281216
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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