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 in Washington, District Of Columbia who has 7 years of relevant experience. Shirley is currently employed by Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Raymond James Financial Services Advisors Inc, Steward Partners Global Advisory, The Verus Team, Steward Partners Investment Solutions, LLC, Rental Real Estate, Raymond James Financial Services and Steward Partners Investment Advisory, LLC. Shirley holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in District Of Columbia, Maryland and Virginia. Steward Partners Investment Advisory, LLC is a financial advisory company based out of New York, NY. The company has offices in 45 locations and a total of 363 people on staff. It manages $12 billion in assets among its 27,637 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 45 charities and foundations. Of its 27,637 accounts, 55% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees largely depend on which services are offered. However, fees billed by Steward Partners Investment Advisory, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

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

$12,168,947,752

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

363

DC Average: 88
Total Number of Accounts

27,637

DC Average: 3,892
Average Account Size

$440,314

DC 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

George Shirley Work History

George has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Raymond James Financial Services Advisors Inc

2016 - Present (8 years)

Steward Partners Global Advisory

2016 - Present (8 years)

The Verus Team

2016 - Present (8 years)

Raymond James Financial Services

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2011 - 2021 (10 years)

Rental Real Estate

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 George Shirley 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

Michael Heath
Clearwater, FL
Dino Johnson
Albany, NY
Russell Woodward
New York, NY
Anthony Cervio
Clearwater, FL
Kaitlyn Ramsay
Manchester, NH
Lorraine Dickman
Paramus, NJ
Alice Winters
New York, NY
Matthew Kerns
New York, NY

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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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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