Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, LLC (CRD# 283004) is a financial advisory firm headquartered in New York, NY. They manage $12,168,947,752 in 27,637 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,169
    MILLION
  • 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
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 281 top financial advisors.
1
Richard B. Alexander
CRD#: 4497783
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

2
Vanessa M. Alonzo
CRD#: 4909198
1800 Tysons Blvd, Suite 360, Mclean, VA 22102

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.

3
Erik J. Andersen
CRD#: 6054505
115 West Century Road, Suite 145, Paramus, NJ 07652

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.

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 12 years of experience in the finance industry.

5
Luke J. Aull
CRD#: 4968359
555 Marriott Drive, Suite 150, Nashville, TN 37214

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.

6
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 27 years of experience in the finance industry.

7
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 23 years of experience in the finance industry.

8
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 26 years of experience in the finance industry.

9
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 28 years of experience in the finance industry.

10
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 22 years of experience in the finance industry.

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