# STEVEN ORTEGA

STEVEN ORTEGA is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2013-05-15 | present | Yes |
| [WESTPORT RESOURCES MANAGEMENT INC](https://search.stillhousedata.com/firm/105306) | 2009-03-06 | 2013-05-20 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-10-20 | 2009-03-09 | — |
| [QUICK & REILLY, INC.](https://search.stillhousedata.com/firm/11217) | 2004-05-24 | 2004-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1610914)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1610914.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.