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Steven Paul Boero

RUBICON ADVISORS, GP·REDDING, California
SIE, Series 1, Series 6TO, Series 7, Series 22TO, Series 24, Series 26, Series 51, Series 63, Series 6623 years registeredRUBICON ADVISORS, GP
1640 EAST CYPRESS, REDDING, CA 96002CRD# 862282Firm CRD# 174447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Paul Boero · REDDING, CA
Registration
CRD #862282 · RUBICON ADVISORS, GP · 23 years registered
Brand Profile
Not yet started
01

Career History

RUBICON ADVISORS
Mar 2015 – present
LPL FINANCIAL LLC
Nov 2006 – present
LPL FINANCIAL LLC
Nov 2006 – Sep 2016
REDDING, CA
VALIC FINANCIAL ADVISORS, INC.
Mar 2003 – Dec 2004
SAN MATEO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 6TO
Series 7
Series 22TO
Series 24
Series 26
Series 51
Series 63
Series 66
Registration record
First registered · March 25, 2003
Years registered · 23
03

Disclosure History

1973Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
RUBICON ADVISORS, GP
CRD 174447 · SEC 801-109012
AUM
$294M
Regulatory assets under management
Employees
17
1,752 client accounts
Services offered by RUBICON ADVISORS, GP
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Steven Paul Boero offer?
Steven Paul Boero specializes in Financial Planning, Investment Management. Contact their office in REDDING, California for a consultation.
What are Steven Paul Boero's credentials?
Steven Paul Boero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Paul Boero located?
Steven Paul Boero is based in REDDING, California, working with RUBICON ADVISORS, GP. Their office serves clients in the REDDING metropolitan area and surrounding communities.
How does Steven Paul Boero charge for services?
Steven Paul Boero's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUBICON ADVISORS, GP?
RUBICON ADVISORS, GP has approximately 17 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RUBICON ADVISORS, GP

Andrew Francis Tenaglia
REDDING, CA
Brian Bradley Russell
REDDING, CA

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Research
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