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 41 - 50 of 239 top financial advisors.
41
Michael J. Drumm
CRD#: 1225074
115 West Century Road, Suite 145, Paramus, NJ 07652

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.

42
Kevin S. Dubner
CRD#: 708190
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

43
Adam Dunbar
CRD#: 4759887
16 Middle Street, Suite 501b, Portland, ME 04101

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.

44
Andrew J. Egber
CRD#: 1894585
7550 Wisconsin Avenue, Suite 420, Bethesda, MD 20814

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.

45
Christina A. Elam
CRD#: 5935924
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

46
David E. Elwood
CRD#: 2443931
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

47
Michael D. Englehart
CRD#: 1542757
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

48
Theresia M. Ennen-Herrmann
CRD#: 2392193
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

49
Paula M. Feinberg
CRD#: 4077564
1920 Mckinney Avenue, Suite 1150, Dallas, TX 75201

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.

50
Nicholas A. Fiegoli
CRD#: 2488813
140 E. 45th Street, 36th Floor, New York, NY 10017

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.

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