Aaron
Brachman

Steward Partners Investment Advisory, LLC

CRD#4578328
Investment Advisor
in Washington, DC
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About this Advisor

Aaron Brachman is a certified financial planner in Washington, D.C. Currently an advisor with Steward Partners Investment Advisory, LLC, Brachman has 16 years of professional experience as a financial advisor. Brachman has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Brachman can work with customers in Washington, D.C. and Texas. Over the course of their career, they have held roles at Rental Property, Ferris, Baker, Watts, Inc, Rbc Capital Markets, LLC, Raymond James Financial Services, Steward Partners Global Advisory and Steward Partners Investment Advisory LLC. Steward Partners Investment Advisory, LLC is located in Washington, D.C., and has 17 locations in the United States. As an advisory firm, Steward Partners Investment Advisory, LLC manages $5 billion in assets dispersed across 12,434 accounts and retains more than 137 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 10,302 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 30% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Steward Partners Investment Advisory, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

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

Disclosures

No

Office Location

1776 I St. Nw Ste. 700
Washington, DC 20006

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$5,250,264,922

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

137

DC Average: 88
Total Number of Accounts

12,434

DC Average: 3,892
Average Account Size

$422,251

DC Average: $1,917,921

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Investment Advisory Services

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

Aaron Brachman Work History

Aaron has 16 years of experience.

2016 - Present (3 years)

Raymond James Financial Services

2016 - Present (3 years)

Steward Partners Global Advisory

2016 - Present (3 years)

Steward Partners Investment Advisory LLC

2010 - Present (9 years)

Rental Property

2009 - 2016 (7 years)

Rbc Capital Markets , LLC

2002 - 2009 (7 years)

Ferris, Baker, Watts, Inc

Disclosures

Aaron Brachman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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