Gregory
Banasz
Steward Partners Investment Advisory, LLC
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About this Advisor
Gregory Banasz is a financial advisor who works out of Washington, District Of Columbia with a total of 7 years of industry experience. Banasz is an advisor for Steward Partners Investment Advisory, LLC. Throughout their career, they have worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Steward Partners LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory and Steward Partners Investment Advisory, LLC. Banasz maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in District Of Columbia. Steward Partners Investment Advisory, LLC is a registered investment business headquartered in New York, NY. The firm has offices in 45 locations and a total of 363 people on staff. It manages $12 billion in assets among its 27,637 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 27,637 client accounts, 55% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC provides a wide range 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 fee schedules vary depending on which services the firm provides the client. However, fees billed by Steward Partners Investment Advisory, LLC can be comprised of 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
Gregory Banasz Work History
Gregory has been registered as a financial advisor for 7 years.*
Steward Partners Investment Solutions, LLC
Steward Partners LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Steward Partners Global Advisory
Morgan Stanley Smith Barney
Citigroup Global Markets 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 Gregory Banasz 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
New York, NY
Clearwater, FL
New York, NY
New York, NY
Portland, ME
Albany, NY
New York, NY
Paramus, NJ
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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