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
Thomas Doerfler (CRD# 5481675) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 15 years of experience in the finance industry.
Peter Dolan (CRD# 713220) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 43 years of experience in the finance industry.
Sean Dolan (CRD# 6855929) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 5 years of experience in the finance industry.
Gene Dooley (CRD# 5714176) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 14 years of experience in the finance industry.
Michael Drumm (CRD# 1225074) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 27 years of experience in the finance industry.
Kevin Dubner (CRD# 708190) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 40 years of experience in the finance industry.
Adam Dunbar (CRD# 4759887) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portland, ME and has over 19 years of experience in the finance industry.
Jonathan Dutton (CRD# 4993475) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Chattanooga, TN and has over 18 years of experience in the finance industry.
Christina Elam (CRD# 5935924) 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.
Brian Elms (CRD# 4342582) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 23 years of experience in the finance industry.