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).

Current Firm Details
140 E. 45th Street, 36th Floor, New York, NY 10017
https://twitter.com/stewardpartners
By the Numbers
  • Total Assets Under Management
    15,388
    MILLION
  • Total Number of Accounts
    30,287
    ACCOUNTS
  • Average Account Value
    $508,088
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 11 - 20 of 281 top financial advisors.
11
Troy Barnes, financial advisor New York NY
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 23 years of experience in the finance industry.

12
Christopher Barton, financial advisor New York NY
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 29 years of experience in the finance industry.

13
Valerie Beabout, financial advisor New York NY
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 19 years of experience in the finance industry.

14
Brittany Beard, financial advisor New York NY
Brittany A. Beard
CRD#: 6236402
140 E. 45th Street, 36th Floor, New York, NY 10017

Brittany Beard (CRD# 6236402) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 10 years of experience in the finance industry.

15
Dehaven Becker, financial advisor New York NY
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 16 years of experience in the finance industry.

16
Eric Beiley, financial advisor New York NY
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 28 years of experience in the finance industry.

17
David Bernacchia, financial advisor New York NY
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 37 years of experience in the finance industry.

18
Taryn Bertetto, financial advisor New York NY
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 10 years of experience in the finance industry.

19
Sherry Birnbaum, financial advisor Paramus NJ
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 42 years of experience in the finance industry.

20
Stephen Blackwell, financial advisor New York NY
Stephen K. Blackwell
CRD#: 5497956
140 E. 45th Street, 36th Floor, New York, NY 10017

Stephen Blackwell (CRD# 5497956) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 15 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.

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