Alondra
Robles
Steward Partners Investment Advisory, LLC
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About this Advisor
Alondra Robles is a financial advisor who works out of Dallas, Texas. Robles currently works for Steward Partners Investment Advisory, LLC. Over the course of their career, Robles has held roles at Barclays Capital Inc, Usca Securities, Usca Ria LLC, Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, Merrill Lynch, Pierce, Fenner & Smith Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC and Steward Partners Investment Advisory, LLC. Robles maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Louisiana and Texas. Steward Partners Investment Advisory, LLC is an advisory company based out of New York, NY. It has offices in 45 locations and a total of 363 financial advisors. It oversees $12 billion in total assets across its 27,637 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 45 charitable organizations. Of its 27,637 accounts, 55% belong to high-net-worth clients who have greater than $1 million in investable assets. Steward Partners Investment Advisory, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees largely vary depending on which services are offered. Fee types charged by Steward Partners Investment Advisory, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Alondra Robles Work History
Alondra has been registered as a financial advisor for 0 years.*
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Usca Securities
Usca Ria LLC
Barclays Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alondra Robles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steward Partners Investment Advisory, LLC
Clearwater, FL
New York, NY
Albany, NY
Washington, DC
New York, NY
Boston, MA
New York, NY
Clearwater, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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