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).

Current Firm Details
140 E. 45th Street, 36th Floor, New York, NY 10017
https://thesedoricgroup.com
By the Numbers
  • Total Assets Under Management
    15,388
    MILLION
  • Total Number of Accounts
    30,287
    ACCOUNTS
  • Average Account Value
    $508,088
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
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 151 - 160 of 281 top financial advisors.
151
Amy Mefferd, financial advisor Clearwater FL
Amy L. Mefferd
CRD#: 5121130
600 Cleveland Street, Suite 1150, Clearwater, FL 33755

Amy Mefferd (CRD# 5121130) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 14 years of experience in the finance industry.

152
David Miller, financial advisor Nashville TN
David V. Miller
CRD#: 6838724
555 Marriott Drive, Suite 150, Nashville, TN 37219

David Miller (CRD# 6838724) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Nashville, TN and has over 6 years of experience in the finance industry.

153
Peter Miller, financial advisor Lake Oswego OR
Peter L. Miller
CRD#: 2393714
5000 Meadows Road, Suite 399, Lake Oswego, OR 97035

Peter Miller (CRD# 2393714) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Lake Oswego, OR and has over 30 years of experience in the finance industry.

154
Corinne Moccia-Cunha, financial advisor Andover MA
Corinne M. Moccia-Cunha
CRD#: 2639969
300 Brickstone Sq., Ste. 1006, Andover, MA 01810

Corinne Moccia-Cunha (CRD# 2639969) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 28 years of experience in the finance industry.

155
Edward Morenz, financial advisor New York NY
Edward A. Morenz
CRD#: 4038026
140 E. 45th Street, 36th Floor, New York, NY 10017

Edward Morenz (CRD# 4038026) 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.

156
Keith Morris, financial advisor Plymouth Meeting PA
Keith T. Morris
CRD#: 2574251
8 East Germantown Pike, Suite 200, Plymouth Meeting, PA 19462

Keith Morris (CRD# 2574251) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.

157
Melissa Mulloy-Mecozzi, financial advisor Andover MA
Melissa S. Mulloy-Mecozzi
CRD#: 5331621
300 Brickstone Sq., Ste. 1006, Andover, MA 01810

Melissa Mulloy-Mecozzi (CRD# 5331621) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 16 years of experience in the finance industry.

158
Kristen Murray, financial advisor New York NY
Kristen Murray
CRD#: 5637515
140 E. 45th Street, 36th Floor, New York, NY 10017

Kristen Murray (CRD# 5637515) 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.

159
Michael Nadeau, financial advisor New York NY
Michael B. Nadeau
CRD#: 1801770
140 E. 45th Street, 36th Floor, New York, NY 10017

Michael Nadeau (CRD# 1801770) 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.

160
R Nee, financial advisor New York NY
R C. Nee
CRD#: 1799853
140 E. 45th Street, 36th Floor, New York, NY 10017

R Nee (CRD# 1799853) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 32 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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