Rebecca
O'Bryon

Steward Partners Investment Advisory, LLC

CRD#6626016
Investment Advisor
in New York, NY

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About this Advisor

Rebecca O'Bryon is a financial advisor operating in New York, New York who has 3 years of industry experience. O'Bryon works at Steward Partners Investment Advisory, LLC. O'Bryon has gained experience at Raymond James Financial Services, Inc, Steward Partners Investment Advisory, Advantage Resourcing; Emc, Steward Partners Global Advisory, Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC. O'Bryon maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Steward Partners Investment Advisory, LLC is a firm that has its headquarters in New York, NY. The firm has offices in 45 locations and a total of 363 people on staff. It handles $12 billion in assets under management between its 27,637 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 client accounts, 55% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC provides a number 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 fees depend on which services the firm provides the client. However, fee types billed by Steward Partners Investment Advisory, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

140 E. 45Th Street 36Th Floor
New York, NY 10017

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

NY Average: 88
Total Number of Accounts

27,637

NY Average: 3,892
Average Account Size

$440,314

NY 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

Rebecca O'Bryon Work History

Rebecca has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2020 - Present (4 years)

Steward Partners Global Advisory, LLC

2016 - Present (8 years)

Steward Partners Investment Advisory

2016 - 2022 (6 years)

Raymond James Financial Services, Inc

2016 - 2020 (4 years)

Steward Partners Global Advisory

2012 - 2016 (4 years)

Advantage Resourcing; Emc

*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 Rebecca O'Bryon 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

Jean Delgado
New York, NY
Robert Slatkin
New York, NY
James Nylund
Portland, ME
Anthony Cervio
Clearwater, FL
Dino Johnson
Albany, NY
James Gold
Washington, DC
Alice Winters
New York, NY
Wistar Holt
Saint Louis, MO

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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