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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.