Anita
Humphrey

Steward Partners Investment Advisory, LLC

CRD#4992384
Investment Advisor
in Clearwater, FL

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About this Advisor

Anita Humphrey is an investment advisor located in Clearwater, Florida. Currently an investment advisor at Steward Partners Investment Advisory, LLC, they have accumulated 10 years of professional experience in the financial advisory industry. Humphrey maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Humphrey can advise clients in Florida. Throughout their career, Humphrey has worked at Everest University, Ubs Financial Services, Palestra Financial, American Heart Association, Florida Hospital, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is located in Clearwater, Florida, and has 25 other offices in the United States. As an advisor firm, Steward Partners Investment Advisory, LLC oversees $7 billion in assets covering 16,315 accounts and employs more than 224 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 14,299 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Steward Partners Investment Advisory, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm's fees 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

Yes

Office Location

600 Cleveland Street Suite 1150
Clearwater, FL 33755

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

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

224

FL Average: 88
Total Number of Accounts

16,315

FL Average: 3,892
Average Account Size

$450,356

FL 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

Anita Humphrey Work History

Anita has 10 years of experience.

2020 - Present (1 year)

Raymond James Financial Services, Inc

2020 - Present (1 year)

Steward Partners Global Advisory, LLC

2020 - Present (1 year)

Steward Partners Investment Advisory, LLC

2012 - 2013 (1 year)

Florida Hospital

2011 - 2020 (9 years)

Ubs Financial Services

2011 - 2012 (1 year)

American Heart Association

2010 - 2011 (1 year)

Everest University

2010 - 2010 (< 1 year)

Palestra Financial

Disclosures

Anita Humphrey has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Anita Humphrey
Clearwater, FL
Vaclav Vlcek
Washington, DC
Kaitlyn Ramsay
Manchester, NH
Kenneth Roban
New York, NY
Lorraine Dickman
Paramus, NJ
Jeremy Raffer
New York, NY
Conor Wolchesky
Bethesda, MD
Edmund Iannaccone
Paramus, NJ

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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