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).
-
Total Assets Under Management15,388MILLION
-
Total Number of Accounts30,287ACCOUNTS
-
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
Timothy Davis (CRD# 3141863) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 25 years of experience in the finance industry.
Joseph Decarolis (CRD# 1824283) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 32 years of experience in the finance industry.
Jean Delgado (CRD# 3146062) 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.
Adriana Depalma (CRD# 4357356) 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.
Darren Dequatro (CRD# 5004048) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 18 years of experience in the finance industry.
Komal Desai (CRD# 4957118) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Monroe Township, NJ and has over 12 years of experience in the finance industry.
Christopher Detmer (CRD# 1678291) 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.
Charles Devoe (CRD# 6658503) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Austin, TX and has over 7 years of experience in the finance industry.
Brett Diamond (CRD# 3270881) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
Lorraine Dickman (CRD# 2986746) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 15 years of experience in the finance industry.