Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC (CRD# 283004) is a financial advisory firm headquartered in New York, NY. They manage $15,388,456,057 in 30,287 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management15,388MILLION
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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
Richard Alexander (CRD# 4497783) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 22 years of experience in the finance industry.
Vanessa Alonzo (CRD# 4909198) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mclean, VA and has over 14 years of experience in the finance industry.
Erik Andersen (CRD# 6054505) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 9 years of experience in the finance industry.
Thomas Arcidiacono (CRD# 5186724) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 12 years of experience in the finance industry.
Luke Aull (CRD# 4968359) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Nashville, TN and has over 18 years of experience in the finance industry.
Robert Baker (CRD# 2706889) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 28 years of experience in the finance industry.
Christine Balfour (CRD# 4175727) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portland, ME and has over 23 years of experience in the finance industry.
Matthew Baltuch (CRD# 2701758) 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.
Gregory Banasz (CRD# 2309421) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 28 years of experience in the finance industry.
Keith Barberis (CRD# 2888255) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 22 years of experience in the finance industry.