Steiner Wealth Management, LLC is a multidisciplinary fiduciary retirement, tax, and estate wealth management practice located on Lakewood Ranch Boulevard in the Manatee County portion of Lakewood Ranch, Florida. Founded and led by Principal Scott Andrew Steiner, JD, CPA, CFP® (Individual CRD# 3254419, Florida Bar #123065)—who uniquely holds active credentials as a Certified Financial Planner™ professional, a Florida Certified Public Accountant, and a Florida Bar estate planning attorney—the firm provides integrated fiduciary investment management, tax-optimized retirement distribution planning, and trust and estate alignment through SEC-registered Cetera Investment Advisers LLC (CRD# 105644, SEC File #801-20406).
Official Verification Sources: FINRA BrokerCheck / SEC IAPD Profile (Scott Andrew Steiner, JD, CPA, CFP®); The Florida Bar Member Profile (Scott Andrew Steiner); SEC Investment Adviser Public Disclosure (Cetera Investment Advisers LLC); Steiner Wealth Management Official Website
Issuer: CFP Board / Florida Board of Accountancy / The Florida Bar / SEC IAPD
Notes: Founded and led by Scott Andrew Steiner, JD, CPA, CFP® (Individual CRD #3254419; Florida Bar #123065, J.D. summa cum laude, Valparaiso University School of Law; B.S. Finance & Accounting, Indiana University), with zero regulatory or bar disciplinary history.
Issuer: Securities and Exchange Commission (Cetera Investment Advisers LLC)
Notes: SEC File #801-20406; fiduciary investment advisory services offered through SEC-registered Cetera Investment Advisers LLC (CRD #105644) at 8210 Lakewood Ranch Blvd, Unit 105, Lakewood Ranch, FL 34202.
Factual details and direct answers about Steiner Wealth Management, LLC's services, licensing, and credentials.
What triple credentials does founder Scott A. Steiner in Lakewood Ranch hold?
Founder Scott Andrew Steiner (CRD #3254419, Florida Bar #123065) is one of the few advisors in Southwest Florida licensed simultaneously as a Certified Financial Planner™ (CFP®), a Florida Certified Public Accountant (CPA), and a Florida estate planning attorney (JD).
How are fiduciary investment accounts regulated at Steiner Wealth Management?
Fiduciary investment advisory services are offered through Cetera Investment Advisers LLC, an SEC-registered Investment Adviser (Firm CRD #105644, SEC File #801-20406).
Where is Steiner Wealth Management located in Lakewood Ranch?
The office is located north of University Parkway in Manatee County at 8210 Lakewood Ranch Boulevard, Unit 105, Lakewood Ranch, Florida 34202, near Lakewood Ranch Medical Center and Main Street.
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