Steven Eyer, financial advisor Horsham PA
93 score

Steven Eyer

CRD Number: 1259127
Current Firm: Cetera Advisors LLC

Steven Eyer (CRD# 1259127) is an Investment Advisor Representative working at Cetera Advisors LLC in Horsham, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 1
Vf Investment Services Corp. Dba Magis Financial Partners Horsham, PA Jun 1986 - Current 31
V.f. Associates, Inc, Dba Magis Financial Partners Horsham, PA Jan 1982 - Current 36
Investors Capital Corporation Lynnfield, MA Dec 2008 - Oct 2016 7
Investors Capital Advisory Services Lynnfield, MA Dec 2008 - Oct 2016 7
United Retirement Plan Consultants, Inc. Dublin, OH Jul 2012 - Jul 2013 1
Valley Forge Consulting Corp Horsham, PA Jan 1982 - Jul 2012 30
Rutherford, Brown & Catherwood, Inc. Philadelphia, PA Jan 1983 - Sep 2008 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Steven R. Eyer
Phone Number: 800-929-3485
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,963
    MILLIONS
  • Total Number of Accounts
    51,290
    ACCOUNTS
  • Average Account Value
    $213,755
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

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

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