Allison Allen, financial advisor New York NY

Allison Allen

CRD Number: 5690792
Current Firm: Steward Partners Investment Advisory, LLC

Allison Allen (CRD# 5690792) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Mclean, VA May 2022 - Current < 1
Raymond James Financial Services, Inc. Washington, DC Oct 2018 - Current 3
Steward Partners Global Advisory LLC Washington, DC Oct 2018 - Current 3
Steward Partners Investment Advisory, LLC New York, NY Oct 2018 - Current 3
Coyle Financial Group Mclean, VA Oct 2018 - Current 3
Wells Fargo Clearing Services, LLC Mclean, VA Nov 2016 - Oct 2018 1
Wells Fargo Advisors, LLC Mclean, VA Aug 2010 - Nov 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Allison E. Allen
Phone Number: 212-364-0364
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    13,247
    MILLIONS
  • Total Number of Accounts
    24,702
    ACCOUNTS
  • Average Account Value
    $536,283
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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