Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, LLC (CRD# 283004) is a financial advisory firm headquartered in New York, NY. They manage $3,513,084,785 in 7,937 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,513
    MILLION
  • Total Number of Accounts
    7,937
    ACCOUNTS
  • Average Account Value
    $442,621
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.

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

Financial Advisors at Steward Partners Investment Advisory, LLC
Showing 1 - 10 of 118 top financial advisors.
1
Keith T. Barberis
CRD#: 2888255
7550 Wisconsin Ave. Ste. 420, Bethesda, MD 20814
96
Wealthminder
score

Keith Barberis (CRD# 2888255) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 16 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.

2
Stacy A. Bazylinski
CRD#: 5222512
300 Brickstone Sq., Ste. 1006, Andover, MA 01810
96
Wealthminder
score

Stacy Bazylinski (CRD# 5222512) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 11 years of experience in the finance industry. Stacy Bazylinski 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.

3
Sherry M. Birnbaum
CRD#: 861677
395 West Passaic Street, Suite 495, Rochelle Park, NJ 07662
96
Wealthminder
score

Sherry Birnbaum (CRD# 861677) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Rochelle Park, NJ and has over 37 years of experience in the finance industry. Sherry Birnbaum 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.

4
Aaron I. Brachman
CRD#: 4578328
1776 I St. Nw, Ste. 700, Washington, DC 20006
96
Wealthminder
score

Aaron Brachman (CRD# 4578328) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 15 years of experience in the finance industry. Aaron Brachman 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.

5
Christopher J. Detmer
CRD#: 1678291
1776 I Street Nw, Ste. 700, Washington, DC 20006
96
Wealthminder
score

Christopher Detmer (CRD# 1678291) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 30 years of experience in the finance industry. Christopher Detmer 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.

6
Michael J. Dorsey
CRD#: 5179095
140 E, 45th St., 36th Floor, New York, NY 10017
96
Wealthminder
score

Michael Dorsey (CRD# 5179095) 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.

7
Peter O. Frisch
CRD#: 2516807
One International Place, Suite 3210, Boston, MA 02110
96
Wealthminder
score

Peter Frisch (CRD# 2516807) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 23 years of experience in the finance industry. Peter Frisch 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.

8
Carl J. Gravina
CRD#: 4460354
34 West Street, Keene, NH 03431
96
Wealthminder
score

Carl Gravina (CRD# 4460354) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 16 years of experience in the finance industry. Carl Gravina 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.

9
Ross C. Hamilton
CRD#: 5767087
7550 Wisconsin Ave., Ste. 420, Bethesda, MD 20814
96
Wealthminder
score

Ross Hamilton (CRD# 5767087) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 7 years of experience in the finance industry. Ross Hamilton 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
Daniel J. Ialeggio
CRD#: 2474507
7550 Wisconsin Ave., Ste. 420, Bethesda, MD 20814
96
Wealthminder
score

Daniel Ialeggio (CRD# 2474507) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 23 years of experience in the finance industry. Daniel Ialeggio 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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