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://www.facebook.com/stewardpartnersglobaladvisoryllc
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 31 - 40 of 280 top financial advisors.
31
Anthony Cervio, financial advisor Clearwater FL
Anthony J. Cervio
CRD#: 6205327
600 Cleaveland Street, Suite 1150, Clearwater, FL 33755

Anthony Cervio (CRD# 6205327) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 8 years of experience in the finance industry.

32
Kerry Chatham, financial advisor Guntersville AL
Kerry M. Chatham
CRD#: 3211955
429 Guntersville Avenue, Suite A, Guntersville, AL 35976

Kerry Chatham (CRD# 3211955) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Guntersville, AL and has over 24 years of experience in the finance industry.

33
Brad Chumley, financial advisor New York NY
Brad L. Chumley
CRD#: 3133581
140 E. 45th Street, 36th Floor, New York, NY 10017

Brad Chumley (CRD# 3133581) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 25 years of experience in the finance industry.

34
David Cohn, financial advisor New York NY
David K. Cohn
CRD#: 4502390
140 E. 45th Street, 36th Floor, New York, NY 10017

David Cohn (CRD# 4502390) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 21 years of experience in the finance industry.

35
Patrick Connolly, financial advisor New York NY
Patrick Connolly
CRD#: 5432193
140 E. 45th Street, 36th Floor, New York, NY 10017

Patrick Connolly (CRD# 5432193) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 7 years of experience in the finance industry.

36
Bradford Coyle, financial advisor New York NY
Bradford R. Coyle
CRD#: 2191839
140 E. 45th Street, 36th Floor, New York, NY 10017

Bradford Coyle (CRD# 2191839) 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.

37
Bradford Coyle, financial advisor New York NY
Bradford R. Coyle
CRD#: 6849205
140 E. 45th Street, 36th Floor, New York, NY 10017

Bradford Coyle (CRD# 6849205) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 6 years of experience in the finance industry.

38
Amanda Crawley, financial advisor Midlothian VA
Amanda R. Crawley
CRD#: 6718561
1 Park West Circle, Suite 310-j, Midlothian, VA 23114

Amanda Crawley (CRD# 6718561) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Midlothian, VA and has over 6 years of experience in the finance industry.

39
Thomas Daniels, financial advisor Lake Oswego OR
Thomas F. Daniels
CRD#: 4161304
5000 Meadows Road, Suite 399, Lake Oswego, OR 97035

Thomas Daniels (CRD# 4161304) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.

40
Scott Danner, financial advisor Chesapeake VA
Scott W. Danner
CRD#: 4568108
1214 Progressive Drive, Suite 200, Chesapeake, VA 23320

Scott Danner (CRD# 4568108) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Chesapeake, VA and has over 21 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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