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
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.
Michael Englehart (CRD# 1542757) 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.
Theresia Ennen-Herrmann (CRD# 2392193) 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.
Tamra Enriquez (CRD# 4697632) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 20 years of experience in the finance industry.
Robert Estes (CRD# 5325116) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 16 years of experience in the finance industry.
Terry Estes (CRD# 4071177) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 24 years of experience in the finance industry.
Paula Feinberg (CRD# 4077564) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 23 years of experience in the finance industry.
Nicholas Fiegoli (CRD# 2488813) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 29 years of experience in the finance industry.
James Fowkes (CRD# 2232589) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 29 years of experience in the finance industry.
Rodger Friedman (CRD# 1057765) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 41 years of experience in the finance industry.