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
John Pappas (CRD# 4705639) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portsmouth, NH and has over 20 years of experience in the finance industry.
Donna Petrucello (CRD# 708769) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 33 years of experience in the finance industry.
Stephen Philleo (CRD# 2119849) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 31 years of experience in the finance industry.
Richard Pignone (CRD# 1686899) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 29 years of experience in the finance industry.
Mark Pojednic (CRD# 4856288) 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.
Sharon Pollard (CRD# 2811675) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 26 years of experience in the finance industry.
Liana Poodiack (CRD# 3230074) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 24 years of experience in the finance industry.
Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry.
Lori Price (CRD# 1522451) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Hendersonville, NC and has over 29 years of experience in the finance industry.
Matthew Price (CRD# 5939543) 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.