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
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. 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.
Anthony Cervio (CRD# 6205327) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 7 years of experience in the finance industry.
Brad Chumley (CRD# 3133581) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 24 years of experience in the finance industry.
David Cohn (CRD# 4502390) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 21 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.
Bradford Coyle (CRD# 2191839) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 31 years of experience in the finance industry.
Bradford Coyle (CRD# 6849205) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 5 years of experience in the finance industry.
Amanda Crawley (CRD# 6718561) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Midlothian, VA and has over 6 years of experience in the finance industry.
Thomas Daniels (CRD# 4161304) 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.
Timothy Davis (CRD# 3141863) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 24 years of experience in the finance industry.
Joseph Decarolis (CRD# 1824283) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 31 years of experience in the finance industry.