Gregory SteinbisCRD Number: 3167003
Current Firm: Cetera Investment Advisers LLC
Gregory Steinbis (CRD# 3167003) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morgan Hill, CA and has over 18 years of experience in the finance industry.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Cetera Investment Advisers LLC||Schaumburg, IL||Jan 2002 - Current||15|
|Cetera Financial Specialists LLC||Schaumburg, IL||Nov 1998 - Current||19|
|Gregory H Steinbis Cpa A Professional Co||Morgan Hill, CA||Jun 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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