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).

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
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 21 - 30 of 281 top financial advisors.
21
Jeffrey W. Bopp
CRD#: 6405858
1920 Mckinney Avenue, Suite 1150, Dallas, TX 75201

Jeffrey Bopp (CRD# 6405858) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 8 years of experience in the finance industry.

22
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 15 years of experience in the finance industry.

23
Aaron I. Brachman
CRD#: 4578328
1776 I St. Nw, Ste. 700, Washington, DC 20006

Aaron Brachman (CRD# 4578328) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 21 years of experience in the finance industry.

24
Steven E. Bricker
CRD#: 2434056
145 Maplewood Avenue, Suite 100, Portsmouth, NH 03801

Steven Bricker (CRD# 2434056) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portsmouth, NH and has over 30 years of experience in the finance industry.

25
Andrew T. Briggs
CRD#: 5792778
101 South Hanley Road, Suite 1350, Saint Louis, MO 63105

Andrew Briggs (CRD# 5792778) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.

26
Thomas G. Briggs
CRD#: 1049261
101 South Hanley Road, Suite 1350, Saint Louis, MO 63105

Thomas Briggs (CRD# 1049261) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Saint Louis, MO and has over 41 years of experience in the finance industry.

27
Donald P. Brusca
CRD#: 724684
300 Brickstone Sq. Ste. 1006, Andover, MA 01810

Donald Brusca (CRD# 724684) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 43 years of experience in the finance industry.

28
Michael R. Carilli
CRD#: 6172665
One International Place, Suite 3210, Boston, MA 02110

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.

29
Robert F. Carrigg
CRD#: 2630512
140 E. 45th Street, 36th Floor, New York, NY 10017

Robert Carrigg (CRD# 2630512) 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.

30
Anthony J. Cervio
CRD#: 6205327
600 Cleaveland Street, Suite 1150, Clearwater, FL 33755

Anthony Cervio (CRD# 6205327) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 8 years of experience in the finance industry.

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