Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, LLC (CRD# 283004) is a financial advisory firm headquartered in New York, NY. They manage $13,247,263,393 in 24,702 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,247
    MILLION
  • Total Number of Accounts
    24,702
    ACCOUNTS
  • Average Account Value
    $536,283
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 11 - 20 of 240 top financial advisors.
11
Troy M. Barnes
CRD#: 4180519
140 E. 45th Street, 36th Floor, New York, NY 10017

Troy Barnes (CRD# 4180519) 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.

12
Christopher J. Barton
CRD#: 2368535
140 E. 45th Street, 36th Floor, New York, NY 10017

Christopher Barton (CRD# 2368535) 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.

13
Valerie A. Beabout
CRD#: 4420462
140 E. 45th Street, 36th Floor, New York, NY 10017

Valerie Beabout (CRD# 4420462) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 17 years of experience in the finance industry.

14
Dehaven J. Becker
CRD#: 5475139
140 E. 45th Street, 36th Floor, New York, NY 10017

Dehaven Becker (CRD# 5475139) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 14 years of experience in the finance industry. Dehaven Becker 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.

15
Eric Beiley
CRD#: 2650274
140 E. 45th Street, 36th Floor, New York, NY 10017

Eric Beiley (CRD# 2650274) 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.

16
David Bernacchia
CRD#: 1281847
140 E. 45th Street, 36th Floor, New York, NY 10017

David Bernacchia (CRD# 1281847) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 35 years of experience in the finance industry.

17
Taryn A. Bertetto
CRD#: 6185825
140 E. 45th Street, 36th Floor, New York, NY 10017

Taryn Bertetto (CRD# 6185825) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 8 years of experience in the finance industry.

18
Sherry M. Birnbaum
CRD#: 861677
115 West Century Road, Suite 145, Paramus, NJ 07652

Sherry Birnbaum (CRD# 861677) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 41 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.

19
William R. Blake
CRD#: 1660418
1776 I Street Nw, Suite 700, Washington, DC 20006

William Blake (CRD# 1660418) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 34 years of experience in the finance industry.

20
Michaelyn D. Bortolotti
CRD#: 5063107
One International Place, Suite 3210, Boston, MA 02110

Michaelyn Bortolotti (CRD# 5063107) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 13 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.