Gregory Steinbis, financial advisor Morgan Hill CA
93 score

Gregory Steinbis

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jan 2002 - Current 14
Cetera Financial Specialists LLC Schaumburg, IL Nov 1998 - Current 18
Gregory H Steinbis Cpa A Professional Co Morgan Hill, CA Jun 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Gregory H. Steinbis
Phone Number: 888-528-2987
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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