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
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. 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.
William Blake (CRD# 1660418) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 36 years of experience in the finance industry.
Jeffrey Bopp (CRD# 6405858) 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.
Michaelyn Bortolotti (CRD# 5063107) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 14 years of experience in the finance industry.
Aaron Brachman (CRD# 4578328) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 20 years of experience in the finance industry. Aaron Brachman 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.
Steven Bricker (CRD# 2434056) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portsmouth, NH and has over 29 years of experience in the finance industry.
Andrew Briggs (CRD# 5792778) 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.
Thomas Briggs (CRD# 1049261) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 41 years of experience in the finance industry.
Donald Brusca (CRD# 724684) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 42 years of experience in the finance industry.
Michael Carilli (CRD# 6172665) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 9 years of experience in the finance industry.