Paul
Staadeker

Steward Partners Investment Advisory, LLC

CRD#1556885
Investment Advisor
in Washington, DC
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About this Advisor

Paul Staadeker is a certified financial planner operating out of Washington, D.C., who has 13 years of work experience. Staadeker is an advisor for Steward Partners Investment Advisory, LLC. Throughout their career, they have worked at Steward Partners Global Advisory, Wachovia Securities, LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Staadeker maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington, D.c., Texas, Louisiana and Ohio. Steward Partners Investment Advisory, LLC is a financial advisory company that has its headquarters in Washington, D.C. The firm has offices in 17 locations and a total of 137 financial advisors. It controls $5 billion in assets under management across its 12,434 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 17 charitable organizations. Of its 12,434 customer accounts, 30% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which service is offered. However, fee types billed by Steward Partners Investment Advisory, LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

Yes

Office Location

1776 I Street, Nw Suite 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

Paul Staadeker Work History

Paul has 13 years of experience.

2018 - Present (1 years)

Steward Partners Global Advisory

2017 - Present (2 years)

Raymond James Financial Services, Inc

2017 - Present (2 years)

Steward Partners Global Advisory, LLC

2017 - Present (2 years)

Steward Partners Investment Advisory, LLC

2016 - 2017 (1 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Wachovia Securities, LLC

Disclosures

Paul Staadeker has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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