Amy
Rosa
Steward Partners Investment Advisory, LLC
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About this Advisor
Amy Rosa is a certified financial planner working in Clearwater, Florida with a total of 6 years of industry experience. Rosa is an employee of Steward Partners Investment Advisory, LLC. During their career, Rosa has held roles at Morgan Stanley Smith Barney LLC, Raymond James Financial Services, Inc, Unknown, Steward Partners Global Advisory LLC, Hyatt, Hibbard/Hoffman Private Wealth Group, Frank Hibbard For Mayor Of Clearwater, Steward Partners Investment Advisory LLC and Steward Partners Investment Solutions, LLC. Rosa has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Louisiana and Texas. Steward Partners Investment Advisory, LLC is a financial advisory business that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 advisors. It oversees $12 billion in total assets among its 27,637 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 accounts, 55% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC offers a number 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 are based on the services. However, fee types charged by Steward Partners Investment Advisory, LLC likely are 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
Amy Rosa Work History
Amy has been registered as a financial advisor for 6 years.*
Steward Partners Investment Solutions, LLC
Hibbard/Hoffman Private Wealth Group
Steward Partners Global Advisory LLC
Steward Partners Investment Advisory LLC
Unknown
Frank Hibbard For Mayor Of Clearwater
Raymond James Financial Services, Inc
Hyatt
Morgan Stanley Smith Barney LLC
*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 Amy Rosa 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
Manchester, NH
New York, NY
New York, NY
Paramus, NJ
Albany, NY
New York, NY
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.