Jeffrey Gonyo, financial advisor Clearwater FL

Jeffrey Gonyo

CRD Number: 2366640
Current Firm: Steward Partners Investment Advisory, LLC

Jeffrey Gonyo (CRD# 2366640) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Baltimore, MD May 2022 - Current 1
Steward Partners Investment Advisory, LLC Washington, DC Jan 2016 - Current 8
Steward Partners Global Advisory, LLC Clearwater, FL Dec 2014 - Current 9
Raymond James Financial Services Advisors Inc. Washington, DC Jun 2014 - May 2022 7
Raymond James Financial Services, Inc. Washington, DC May 2014 - May 2022 8
Steward Partners Global Advisory, LLC Washington, DC May 2014 - Nov 2019 5
Morgan Stanley Smith Barney Rockville, MD May 2013 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Jeffrey C. Gonyo
Phone Number: 212-364-0364
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    12,169
    MILLIONS
  • Total Number of Accounts
    27,637
    ACCOUNTS
  • Average Account Value
    $440,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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