George
Shirley

Steward Partners Investment Advisory, LLC

CRD#2950244
Investment Advisor
in Washington, DC
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About this Advisor

George Shirley is a certified financial planner operating out of Washington, D.C., who has been in the financial industry for 10 years. Shirley currently works for Steward Partners Investment Advisory, LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Wachovia Securities, LLC, The Verus Team, Raymond James Financial Services, Steward Partners Investment Advisory, LLC, Raymond James Financial Services Advisors Inc and Steward Partners Global Advisory. Shirley has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Washington, D.c. and Maryland. Steward Partners Investment Advisory, LLC is a financial advisory business that has its headquarters in Washington, D.C. The firm has offices in 17 locations and a total of 137 employees. It handles $5 billion in total assets across its 12,434 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 17 charitable organizations. Of its 12,434 client accounts, 30% belong to high-net-worth clients who have greater than $1 million in assets. Steward Partners Investment Advisory, LLC has 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. Fees for financial advice usually vary depending on which services the firm provides the client. Fees billed by Steward Partners Investment Advisory, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

George Shirley Work History

George has 10 years of experience.

2016 - Present (3 years)

The Verus Team

2016 - Present (3 years)

Raymond James Financial Services

2016 - Present (3 years)

Steward Partners Investment Advisory, LLC

2016 - Present (3 years)

Raymond James Financial Services Advisors Inc

2016 - Present (3 years)

Steward Partners Global Advisory

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

George Shirley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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