Advisor at Ladenburg Thalmann Asset Management Inc
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Firm
Ladenburg Thalmann Asset Management Inc
Location
Boca Raton, FL 33431
Credentials
Series 63, Series 66
Industry experience
28 years
Steven Zeitchick is a financial advisor with Ladenburg Thalmann Asset Management Inc in Boca Raton, FL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Ladenburg Thalmann & Co., Inc. since 2002 and was previously with Securities America Advisors and Securities America Inc. from 2019 to 2022. Outside of advisory work, he is also a licensed chiropractor and has involvement in credit card processing sales. Ladenburg Thalmann Asset Management serves individual investors, retirement plans, trusts, and registered investment companies, providing portfolio management and financial consulting. The firm uses model-based strategies primarily involving mutual funds and ETFs, offering discretionary and non-discretionary advisory services along with licensed model allocations to other advisers and platforms.
Based on Ladenburg Thalmann Asset Management Inc
Based on Ladenburg Thalmann Asset Management Inc
One-time or periodic flat consulting fees, subject to negotiation.
Negotiable hourly fee for consulting services; maximum asset-based consulting fee of 0.75% annually.
2255 Glades Road, Suite 324 A
Boca Raton, FL 33431
Arizona · California · Florida · New Hampshire · New Jersey · New York · Virginia
Securities America Advisors
2019 - 2022 (3 years)
Securities America Inc.
2019 - 2022 (3 years)
Ladenburg, Thalmann & Co., Inc.
2002 - Present (24 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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