Anita
Humphrey

Steward Partners Investment Advisory, LLC

CRD#4992384
Investment Advisor
in Tampa, FL

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About this Advisor

Anita Humphrey is a financial advisor who works in Tampa, Florida with a total of 3 years of relevant experience. Humphrey currently works for Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Ubs Financial Services, Florida Hospital, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Humphrey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Steward Partners Investment Advisory, LLC is an advisory firm operating out of New York, NY. The firm has offices in 45 locations and a total of 363 people on staff. It manages $12 billion in assets between its 27,637 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 customer accounts, 55% are associated with high-net-worth investors who have at least $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. Financial advisory fees depend on which services the firm provides the client. However, fee types charged by Steward Partners Investment Advisory, LLC may include 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

Tampa, FL

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

FL Average: 88
Total Number of Accounts

27,637

FL Average: 3,892
Average Account Size

$440,314

FL 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

Anita Humphrey Work History

Anita 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

2020 - Present (4 years)

Steward Partners Investment Advisory, LLC

2020 - 2022 (2 years)

Raymond James Financial Services, Inc

2012 - 2013 (1 year)

Florida Hospital

2011 - 2020 (9 years)

Ubs Financial Services

*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 Anita Humphrey 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

James Gold
Washington, DC
Jeffery Carson
Boston, MA
Anthony Cervio
Clearwater, FL
Peter Shanahan
New York, NY
Russell Woodward
New York, NY
Amanda Sachs
New York, NY
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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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.

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