Stephen
Nitz

Steward Partners Investment Advisory, LLC

CRD#1298437
Investment Advisor
in Newtown, CT

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About this Advisor

Stephen Nitz is a financial advisor based in Newtown, Connecticut, working with Steward Partners Investment Advisory, LLC. Stephen has previously held positions at Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, Fairfield County Bank Corp, and Infinex Investments, Inc. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Stephen is part of Steward Partners Investment Advisory, LLC, which operates out of Newtown, Connecticut. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

32 Church Hill Road Suite 107
Newtown, CT 06470

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

CT Average: $7,464,549,021
Total Number of Employees

499

CT Average: 88
Total Number of Accounts

30,287

CT Average: 3,892
Average Account Size

$508,088

CT Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Stephen Nitz Work History

2024 - Present (0 year)

Steward Partners Global Advisory, LLC

2024 - Present (0 year)

Steward Partners Investment Advisory, LLC

2024 - Present (0 year)

Steward Partners Investment Solutions, LLC

2007 - Present (17 years)

Fairfield County Bank Corp

2007 - Present (17 years)

Infinex Investments, Inc

Disclosures

Please visit the SEC profile of Stephen Nitz 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

Larry Altman
Virginia Beach, VA
Tamra Enriquez
Dallas, TX
Michael Hoff
Baltimore, MD
Derrick Labranche
New York, NY
Erika Luczynski
New York, NY
Michael Wu
Land O Lakes, FL
Samuel Smith
Nolensville, TN
Patrick Connolly
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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