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).
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Total Assets Under Management12,169MILLION
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Total Number of Accounts27,637ACCOUNTS
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Average Account Value$440,314
- 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
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. Keith Barberis 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.
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.
Thomas Barr (CRD# 1841229) 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.
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.
Valerie Beabout (CRD# 4420462) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 18 years of experience in the finance industry.
Brittany Beard (CRD# 6236402) 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.
Dehaven Becker (CRD# 5475139) 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. 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.
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.
David Bernacchia (CRD# 1281847) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 36 years of experience in the finance industry.
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. Taryn Bertetto 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.