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).

Current Firm Details
140 E. 45th Street, 36th Floor, New York, NY 10017
https://www.stewardpartners.com
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
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 255 top financial advisors.
1
Andurea Alexander, financial advisor Dallas TX
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 18 years of experience in the finance industry.

2
Richard Alexander, financial advisor New York NY
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 21 years of experience in the finance industry.

3
Allison Allen, financial advisor New York NY
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 7 years of experience in the finance industry.

4
Vanessa Alonzo, financial advisor Mclean VA
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.

5
Erik Andersen, financial advisor New York NY
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 9 years of experience in the finance industry.

6
Thomas Arcidiacono, financial advisor New York NY
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.

7
Robert Baker, financial advisor New York NY
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.

8
Christine Balfour, financial advisor Portland ME
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 22 years of experience in the finance industry.

9
Matthew Baltuch, financial advisor New York NY
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.

10
Gregory Banasz, financial advisor Washington DC
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 27 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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