SJ
Steven M. Julian
CETERA INVESTMENT ADVISERS LLC
SUWANEE, GA 30024
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CRD#: 5391192
SJ
Professional summary
Steven Marshall Julian, AIF®, who also goes by Steven Julian, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Suwanee, Georgia and CETERA ADVISORS LLC located in Greenwood Village, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Steven has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Julian
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: INFINITY WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MARKETING DBA ONLY START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK:1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MARKETING/BRANDING DBA ONLY 2. NAME OF OTHER BUSINESS: SJ SQUARED INVESTMENT RELATED: NO ADDRESS: SUWANEE, GA NATURE OF BUSINESS: PERSONAL BUSINESS FOR ALL INCOME DERIVED FROM BUSINESS ACTIVITIES START DATE: 03/2013 POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LLC TO RUN ADVISORY BUSINESS THROUGH 3. NAME OF OTHER BUSINESS: UPTICK GREEN LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LLC TO HOLD PROPERTY WE USE TO OPERATE OUR BUSINESS START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: CO-OWNER IN REAL ESTATE LLC FOR OUR COMMERCIAL PROPERTY FOR OUR ADVISORY BUSINESS 4. NAME OF OTHER BUSINESS: PODCAST HOSTING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOST AND CO-HOST ON VARIOUS PODCASTS START DATE: 01/2015 POSITION/TITLE/RELATIONSHIP: PODCAST HOST APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: PODCAST PRODUCTION - NON-FINANCIAL RELATED 5. NAME OF OTHER BUSINESS: GREATER GWINNET REFERRAL PARTNERS INVESTMENT RELATED: NO ADDRESS: SUWANEE, GA NATURE OF BUSINESS: BOARD FIDUCIARY MEMBER START DATE: 10/2022 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CLOSED NETWORKING GROUP. COLLECT AND DEPOSIT CHECK DUES, BALANCE GROUP BANK ACCOUNT.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Marshall Julian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 4, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 530 Highland Station Dr., Ste. 1004, Suwanee, GA 30024RIA
CRD#: 105644
SUWANEE, GA
Current
December 4, 2024 - Present
CETERA ADVISORS LLC
Office #1: 5299 Dtc Blvd #800, Greenwood Village, CO 80111BD
CRD#: 10299
Greenwood Village, CO
Past
February 14, 2018 - December 19, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
SUWANEE, GA
Past
February 14, 2018 - December 19, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
SUWANEE, GA
Past
March 1, 2013 - February 20, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
BUFORD, GA
Past
March 1, 2013 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
BUFORD, GA
Past
October 12, 2007 - March 4, 2013
EDWARD JONES
RIA
CRD#: 250
SUWANEE, GA
Past
September 17, 2007 - March 4, 2013
EDWARD JONES
BD
CRD#: 250
SUWANEE, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(12/4/2024)
RR
Florida(12/4/2024)
RR
Georgia(12/4/2024)
IAR
Georgia(12/5/2024)
RR
Louisiana(8/4/2025)
RR
Maryland(12/4/2024)
RR
North Carolina(12/5/2024)
RR
Ohio(12/4/2024)
RR
Oregon(12/4/2024)
RR
South Carolina(12/4/2024)
RR
Texas(12/4/2024)
IAR
Texas(12/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
