Taryn Bertetto, financial advisor New York NY

Taryn Bertetto

CRD Number: 6185825
Current Firm: Steward Partners Investment Advisory, LLC

Taryn Bertetto (CRD# 6185825) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 10 years of experience in the finance industry. Taryn Bertetto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Austin, TX May 2022 - Current 1
Steward Partners Investment Advisory, LLC Austin, TX Jul 2019 - Current 4
Steward Partners Global Advisory, LLC Austin, TX Jul 2019 - Current 4
Raymond James Financial Services, Inc. Austin, TX Jul 2019 - May 2022 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Jan 2017 - Jul 2019 2
Wells Fargo Clearing Services, LLC Albuquerque, NM Nov 2016 - Jan 2017 < 1
Wells Fargo Bank Na Albuquerque, NM Jul 2008 - Jan 2017 8
Wells Fargo Advisors LLC Albuquerque, NM Apr 2013 - Nov 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Taryn A. Bertetto
Phone Number: 212-364-0364
Registered State(s):
  • LA
  • TX
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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