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).
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Total Assets Under Management13,247MILLION
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Total Number of Accounts24,702ACCOUNTS
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Average Account Value$536,283
- 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
Michael Drumm (CRD# 1225074) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 26 years of experience in the finance industry.
Kevin Dubner (CRD# 708190) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 38 years of experience in the finance industry.
Adam Dunbar (CRD# 4759887) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portland, ME and has over 17 years of experience in the finance industry.
Andrew Egber (CRD# 1894585) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 33 years of experience in the finance industry.
Christina Elam (CRD# 5935924) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 9 years of experience in the finance industry.
David Elwood (CRD# 2443931) 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. David Elwood 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.
Michael Englehart (CRD# 1542757) 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. Michael Englehart 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.
Theresia Ennen-Herrmann (CRD# 2392193) 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.
Paula Feinberg (CRD# 4077564) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 21 years of experience in the finance industry.
Nicholas Fiegoli (CRD# 2488813) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 27 years of experience in the finance industry.