Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC (CRD# 283004) is a financial advisory firm headquartered in New York, NY. They manage $15,388,456,057 in 30,287 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management15,388MILLION
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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
Michelle Huffman (CRD# 2387759) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 30 years of experience in the finance industry.
Anita Humphrey (CRD# 4992384) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Tampa, FL and has over 18 years of experience in the finance industry.
Richard Humphrey (CRD# 4432537) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Tampa, FL and has over 22 years of experience in the finance industry.
Daniel Ialeggio (CRD# 2474507) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.
Edmund Iannaccone (CRD# 2069841) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 33 years of experience in the finance industry.
Christopher Ibrahim (CRD# 6236461) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Somerville, NJ and has over 7 years of experience in the finance industry.
Robert Ibrahim (CRD# 1509058) 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.
Gerald Jones (CRD# 5948164) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 12 years of experience in the finance industry.
Wilhelmina Joseph (CRD# 262312) 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.
Sander Kafetz (CRD# 852790) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 44 years of experience in the finance industry.