Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, LLC (CRD# 283004) is a financial advisory firm headquartered in New York, NY. They manage $1,207,648,741 in 3,313 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,208
    MILLION
  • Total Number of Accounts
    3,313
    ACCOUNTS
  • Average Account Value
    $364,518
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, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WA

Financial Advisors at Steward Partners Investment Advisory, LLC
Showing 1 - 10 of 11 top financial advisors.
1
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 14 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.

2
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.

3
Andrew E. Githmark
CRD#: 3063321
1155 Elm Street 4th Floor, Manchester, NH 03101
93
Wealthminder
score

Andrew Githmark (CRD# 3063321) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Manchester, NH and has over 6 years of experience in the finance industry.

4
Corinne M. Moccia-Cunha
CRD#: 2639969
300 Brickstone Sq., Ste. 1006, Andover, MA 01810
93
Wealthminder
score

Corinne Moccia-Cunha (CRD# 2639969) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 22 years of experience in the finance industry.

5
Tom O'bryon
CRD#: 832715
7550 Wisconsin Ave., Ste. 420, Bethesda, MD 20814
93
Wealthminder
score

Tom O'bryon (CRD# 832715) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 37 years of experience in the finance industry. Tom O'bryon 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 R. Sauerborn
CRD#: 1766531
140 E, 45th St., 36th Floor, New York, NY 10017
93
Wealthminder
score

Michael Sauerborn (CRD# 1766531) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 30 years of experience in the finance industry.

7
Alan J. Scalingi
CRD#: 1200571
1155 Elm Street, 4th Floor, Manchester, NH 03101
93
Wealthminder
score

Alan Scalingi (CRD# 1200571) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Manchester, NH and has over 34 years of experience in the finance industry.

8
Joseph J. Decarolis
CRD#: 1824283
300 Brickstone Sq., Ste. 1006, Andover, MA 01810
90
Wealthminder
score

Joseph Decarolis (CRD# 1824283) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 26 years of experience in the finance industry.

9
Hy J. Saporta
CRD#: 2672279
140 E, 45th St., 36th Floor, New York, NY 10017
88
Wealthminder
score

Hy Saporta (CRD# 2672279) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 2 years of experience in the finance industry.

10
Conor M. Wolchesky
CRD#: 6253601
7550 Wisconsin Ave., Ste. 420, Bethesda, MD 20814
87
Wealthminder
score

Conor Wolchesky (CRD# 6253601) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.