Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, LLC (CRD# 283004) is a financial advisory firm headquartered in New York, NY. They manage $13,247,263,393 in 24,702 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,247
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Steward Partners Investment Advisory, LLC
Showing 1 - 10 of 239 top financial advisors.
1
Andurea D. Alexander
CRD#: 4322618
1920 Mckinney Avenue, Suite 1150, Dallas, TX 75201

Andurea Alexander (CRD# 4322618) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

2
Allison E. Allen
CRD#: 5690792
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

3
Erik J. Andersen
CRD#: 6054505
140 E. 45th Street, 36th Floor, New York, NY 10017

Erik Andersen (CRD# 6054505) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 7 years of experience in the finance industry.

4
Thomas A. Arcidiacono
CRD#: 5186724
140 E. 45th Street, 36th Floor, New York, NY 10017

Thomas Arcidiacono (CRD# 5186724) 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.

5
Robert M. Baker
CRD#: 2706889
140 E. 45th Street, 36th Floor, New York, NY 10017

Robert Baker (CRD# 2706889) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 26 years of experience in the finance industry.

6
Christine M. Balfour
CRD#: 4175727
16 Middle Street, Suite 501b, Portland, ME 04101

Christine Balfour (CRD# 4175727) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portland, ME and has over 21 years of experience in the finance industry.

7
Matthew J. Baltuch
CRD#: 2701758
140 E. 45th Street, 36th Floor, New York, NY 10017

Matthew Baltuch (CRD# 2701758) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 25 years of experience in the finance industry.

8
Gregory Banasz
CRD#: 2309421
1776 I St. Nw, Ste. 700, Washington, DC 20006

Gregory Banasz (CRD# 2309421) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 26 years of experience in the finance industry.

9
Keith T. Barberis
CRD#: 2888255
7550 Wisconsin Ave. Ste. 420, Bethesda, MD 20814

Keith Barberis (CRD# 2888255) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 20 years of experience in the finance industry. Keith Barberis 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.

10
Troy M. Barnes
CRD#: 4180519
140 E. 45th Street, 36th Floor, New York, NY 10017

Troy Barnes (CRD# 4180519) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 21 years of experience in the finance industry.

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