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 21 - 30 of 240 top financial advisors.
21
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 19 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.

22
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 28 years of experience in the finance industry.

23
Andrew T. Briggs
CRD#: 5792778
140 E. 45th Street, 36th Floor, New York, NY 10017

Andrew Briggs (CRD# 5792778) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 11 years of experience in the finance industry.

24
Thomas G. Briggs
CRD#: 1049261
140 E. 45th Street, 36th Floor, New York, NY 10017

Thomas Briggs (CRD# 1049261) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 40 years of experience in the finance industry.

25
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 41 years of experience in the finance industry.

26
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 8 years of experience in the finance industry.

27
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 26 years of experience in the finance industry. Robert Carrigg 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.

28
David K. Cohn
CRD#: 4502390
140 E. 45th Street, 36th Floor, New York, NY 10017

David Cohn (CRD# 4502390) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 20 years of experience in the finance industry. David Cohn 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.

29
Bradford R. Coyle
CRD#: 2191839
140 E. 45th Street, 36th Floor, New York, NY 10017

Bradford Coyle (CRD# 2191839) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 30 years of experience in the finance industry.

30
Bradford R. Coyle
CRD#: 6849205
140 E. 45th Street, 36th Floor, New York, NY 10017

Bradford Coyle (CRD# 6849205) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 4 years of experience in the finance industry.

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