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
Henry Keegan (CRD# 4349362) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 22 years of experience in the finance industry.
Bryan Kelly (CRD# 4492741) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Chattanooga, TN and has over 22 years of experience in the finance industry.
Erica Kelly (CRD# 5871125) 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.
Allison Kistler (CRD# 5690792) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 8 years of experience in the finance industry.
Phillip Kline (CRD# 6132599) 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.
Michael Kohl (CRD# 6055520) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 11 years of experience in the finance industry.
Virginia Koontz (CRD# 5803117) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Culpeper, VA and has over 3 years of experience in the finance industry.
Cary Kortze (CRD# 2900544) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 23 years of experience in the finance industry.
John Kortze (CRD# 2447110) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 30 years of experience in the finance industry.
Merit Kralovec (CRD# 4254682) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 15 years of experience in the finance industry.