Steubenville, OH North 4th St. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

4

Of 3,913 advisors across 2,203 offices

Location

626 North 4th St., Suite 101

Steubenville OH 43952

Advisors at this office

4

Advisors at this office

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Cole T

Series 66

Steubenville, OH

Cambridge Investment Research Advisors

Cole Tegano is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Arias Agencies and DoorDash. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Susan P

Series 66

Steubenville, OH

Cambridge Investment Research Advisors

Susan Pevac is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones, STIFEL, and First Allied Advisory Services. Pevac is also an independent insurance agent with various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Justin T

Series 63, Series 65

Steubenville, OH

Cambridge Investment Research Advisors

Justin Tegano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, Tegano is an independent insurance agent and also receives gas royalties as a landowner. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Gregory M

Series 63, Series 65

Steubenville, OH

Cambridge Investment Research Advisors

Gregory Metcalf is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to his tenure at Cambridge, he worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, Metcalf is active in several community and fraternal organizations, serving on the board of the Ancient Accepted Scottish Rite and holding leadership roles within local Masonic lodges and the Jefferson County Democrat Party. He is also a coach at Franciscan University of Steubenville. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment implementation options, including proprietary and third-party model strategies, and maintains institutional features such as advisor transition support and formal compliance processes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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