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
William Blake (CRD# 1660418) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 36 years of experience in the finance industry.
Jeffrey Bopp (CRD# 6405858) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 8 years of experience in the finance industry.
Michaelyn Bortolotti (CRD# 5063107) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 15 years of experience in the finance industry.
Aaron Brachman (CRD# 4578328) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 21 years of experience in the finance industry.
Steven Bricker (CRD# 2434056) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portsmouth, NH and has over 30 years of experience in the finance industry.
Andrew Briggs (CRD# 5792778) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.
Thomas Briggs (CRD# 1049261) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Saint Louis, MO and has over 41 years of experience in the finance industry.
Donald Brusca (CRD# 724684) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 43 years of experience in the finance industry.
Michael Carilli (CRD# 6172665) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 10 years of experience in the finance industry.
Robert Carrigg (CRD# 2630512) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 28 years of experience in the finance industry.