Sarah
Marks

Steward Partners Investment Advisory, LLC

CRD#4246002
Investment Advisor
in Washington, DC
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About this Advisor

Sarah Marks is a certified financial planner who works in Washington, D.C., with 11 years of work experience. Marks is an employee of Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Wells Fargo Clearing Services, LLC, 38North Studio, LLC, Wahovia Securities, LLC, Wells Fargo Advisors LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Marks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington and D.c.. Steward Partners Investment Advisory, LLC is an advisory company that has its headquarters in Washington, D.C. The firm has offices in 17 locations and a total of 137 employees. It manages $5 billion in assets under management between its 12,434 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 17 charities and foundations. Of its 12,434 client accounts, 30% are held by high-net-worth individuals who have at least $1 million in assets. Steward Partners Investment Advisory, LLC offers a diverse range 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 charged by financial advisors largely depend 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

11 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

$5,196,562,420

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

199

DC Average: 88
Total Number of Accounts

13,391

DC Average: 3,892
Average Account Size

$388,064

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

Sarah Marks Work History

Sarah has 11 years of experience.

2018 - Present (1 years)

38North Studio, LLC

2018 - Present (1 years)

Raymond James Financial Services, Inc

2018 - Present (1 years)

Steward Partners Global Advisory, LLC

2018 - Present (1 years)

Steward Partners Investment Advisory, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wahovia Securities, LLC

Disclosures

Sarah Marks has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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