Vaclav
Vlcek

Steward Partners Investment Advisory, LLC

CRD#6150754
Investment Advisor
in Washington, DC

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About this Advisor

Vaclav Vlcek is a financial advisor working out of Washington, District Of Columbia, who has been in the advisory business for 10 years. Vlcek works at Steward Partners Investment Advisory, LLC. The advisor has gained experience at Rbc Capital Markets, LLC, International Monetary Fund, Lattice Group, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC and Washington Wealth Group. Vlcek maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in District Of Columbia. Steward Partners Investment Advisory, LLC is a financial advisory business headquartered in Washington, District of Columbia. The firm has offices in 25 locations and a total of 224 advisors. It oversees $7 billion in assets across its 16,315 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 16,315 customer accounts, 62% are associated with high-net-worth clients who have at least $1 million in investable assets. Steward Partners Investment Advisory, LLC performs 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 largely depend on which services are offered. Fee types billed by Steward Partners Investment Advisory, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

No

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

$7,347,561,277

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

224

DC Average: 88
Total Number of Accounts

16,315

DC Average: 3,892
Average Account Size

$450,356

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

Vaclav Vlcek Work History

Vaclav has 10 years of experience.

2016 - Present (5 years)

Raymond James Financial Services, Inc

2016 - Present (5 years)

Steward Partners Investment Advisory, LLC

2016 - Present (5 years)

Washington Wealth Group

2012 - 2016 (4 years)

Rbc Capital Markets, LLC

2012 - 2012 (< 1 year)

International Monetary Fund

2010 - 2011 (1 year)

Lattice Group

Disclosures

Vaclav Vlcek has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Wayne Mccormick
Manchester, NH
Robert Baker
New York, NY
Kaitlyn Ramsay
Manchester, NH
Sharon Harkinson
Portsmouth, NH
Ross Hamilton
Bethesda, MD
Thomas Arcidiacono
New York, NY
Jeremy Raffer
New York, NY
Andrew Githmark
Manchester, NH

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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