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
Andrew Lalley (CRD# 6702156) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 5 years of experience in the finance industry.
Jessica Lapollo (CRD# 5844494) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 13 years of experience in the finance industry.
Theodore Latimer (CRD# 1322037) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Winter Park, FL and has over 38 years of experience in the finance industry.
Michelle Lauder (CRD# 4011869) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Manchester, NH and has over 22 years of experience in the finance industry.
Jeffrey Lazarus (CRD# 2539856) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 29 years of experience in the finance industry.
Thomas Leeman (CRD# 4045690) 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.
Aaron Liberman (CRD# 1682820) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 36 years of experience in the finance industry.
Steve Libov (CRD# 2007510) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 34 years of experience in the finance industry.
Maria Licini (CRD# 6133666) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Rochelle Park, NJ and has over 7 years of experience in the finance industry.
Jaeson Lister (CRD# 6250594) 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.