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).

Current Firm Details
140 E. 45th Street, 36th Floor, New York, NY 10017
https://www.stewardpartners.com
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
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 41 - 50 of 255 top financial advisors.
41
Jean Delgado, financial advisor New York NY
Jean Delgado
CRD#: 3146062
140 E. 45th Street, 36th Floor, New York, NY 10017

Jean Delgado (CRD# 3146062) 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.

42
Adriana Depalma, financial advisor New York NY
Adriana Depalma
CRD#: 4357356
140 E. 45th Street, 36th Floor, New York, NY 10017

Adriana Depalma (CRD# 4357356) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 19 years of experience in the finance industry.

43
Darren Dequatro, financial advisor New York NY
Darren A. Dequatro
CRD#: 5004048
140 E. 45th Street, 36th Floor, New York, NY 10017

Darren Dequatro (CRD# 5004048) 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.

44
Christopher Detmer, financial advisor Washington DC
Christopher J. Detmer
CRD#: 1678291
1776 I Street Nw, Ste. 700, Washington, DC 20006

Christopher Detmer (CRD# 1678291) 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. Christopher Detmer 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.

45
Charles Devoe, financial advisor Austin TX
Charles W. Devoe
CRD#: 6658503
805 Las Cimas Parkway, Suite 130, Austin, TX 78746

Charles Devoe (CRD# 6658503) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Austin, TX and has over 7 years of experience in the finance industry.

46
Brett Diamond, financial advisor Dallas TX
Brett J. Diamond
CRD#: 3270881
1920 Mckinney Avenue, Suite 1150, Dallas, TX 75201

Brett Diamond (CRD# 3270881) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 23 years of experience in the finance industry.

47
Lorraine Dickman, financial advisor Paramus NJ
Lorraine A. Dickman
CRD#: 2986746
115 West Century Road, Suite 145, Paramus, NJ 07652

Lorraine Dickman (CRD# 2986746) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 15 years of experience in the finance industry.

48
Peter Dolan, financial advisor New York NY
Peter E. Dolan
CRD#: 713220
140 E. 45th Street, 36th Floor, New York, NY 10017

Peter Dolan (CRD# 713220) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 42 years of experience in the finance industry.

49
Sean Dolan, financial advisor New York NY
Sean Dolan
CRD#: 6855929
140 E. 45th Street, 36th Floor, New York, NY 10017

Sean Dolan (CRD# 6855929) 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.

50
Gene Dooley, financial advisor New York NY
Gene E. Dooley
CRD#: 5714176
140 E. 45th Street, 36th Floor, New York, NY 10017

Gene Dooley (CRD# 5714176) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 13 years of experience in the finance industry.

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