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Steven Deboth

Investment adviser representative at Cadence Wealth Management in Westborough, MA

Investment adviser registrationUpdated

Steven Deboth is an investment adviser representative at Cadence Wealth Management LLC, an investment adviser managing $448M, and works from its Westborough, MA office. Steven Deboth has been registered through Cadence Wealth Management since 21 October 2011, has 24 years in the industry across 2 firms and has passed the Series 7 and Series 66.

24
Years in industry
15
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Steven Deboth has been an investment adviser representative at Cadence Wealth Management since October 2011, and is not listed among the firm’s executive officers or direct owners.

Cadence Wealth Management LLC is a Westborough, MA firm with $448M under management, 696 clients and 6 advisers in one office, as of its March 2026 filing.

Steven Deboth’s longest registration is the current one, 15 years at Cadence Wealth Management since 2011. Before joining Cadence Wealth Management in 2011, Steven Deboth was registered through Ameriprise Financial Services, Inc.

  1. – present · 15 years
    Westborough, MA · Adviser representative · Firm CRD 155080
  2. Ameriprise Financial Services, Inc.
    – · 9 years
    Warwick, RI · Adviser representative · Firm CRD 6363

Credentials and registrations

Investment adviser representative registrations

Steven Deboth is registered as an investment adviser representative in Massachusetts, since October 2011.

  • MassachusettsSince 24 October 2011

Examinations

Series 664 December 2001
Name
Uniform Combined State Law Examination
Series 729 October 2001
Name
General Securities Representative Examination

Key facts

Full name
Steven John Deboth
CRD
4459388
Firm
Cadence Wealth Management · CRD 155080
Office
1800 WEST PARK DRIVE, SUITE 330, Westborough, MA 01581
Registration
Investment adviser registration
In the industry since
January 2002
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Steven Deboth work?

Steven Deboth is an investment adviser representative registered through Cadence Wealth Management LLC since October 2011, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Steven Deboth a financial advisor?

Yes. Steven Deboth has a current investment-adviser registration in Massachusetts, through Cadence Wealth Management since October 2011.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Steven Deboth have?

Steven Deboth has 24 years in the financial industry, since January 2002, across 2 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Steven Deboth passed?

Steven Deboth has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2001.

Source: IAPD individual record, checked 23 October 2026

Where is Steven Deboth based?

Steven Deboth’s registered office is in Westborough, MA.

Source: IAPD individual record, checked 23 October 2026

Is Steven Deboth registered with FINRA?

No. Steven Deboth has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Steven Deboth’s record?

Search CRD 4459388 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Deboth’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Cadence Wealth Management

Sources

  1. IAPD individual record, CRD 4459388, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cadence Wealth Management LLC, filed 17 March 2026. Executive officers and direct owners; this person is not among them.