Christina
Elam

Steward Partners Investment Advisory, LLC

CRD#5935924
Investment Advisor
in Clearwater, FL

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About this Advisor

Christina Elam is a financial advisor who works out of Clearwater, Florida, with 3 years of industry experience. Elam works at Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Ubs, Ubs Financial Services Inc, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Elam maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Steward Partners Investment Advisory, LLC is a firm headquartered in New York, NY. The company has offices in 45 locations and a total of 363 employees. It manages $12 billion in total assets across its 27,637 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 client accounts, 55% are held by high-net-worth investors who have at least $1 million in assets. The firm 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 management fee schedules vary depending on which service is provided. Fee types charged by Steward Partners Investment Advisory, LLC can be comprised of 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

600 Cleveland Street Suite 1150
Clearwater, FL 33755

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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

Christina Elam Work History

Christina 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

2014 - 2020 (6 years)

Ubs Financial Services Inc

2013 - 2014 (1 year)

Ubs

*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 Christina Elam 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

Jean Delgado
New York, NY
Robert Slatkin
New York, NY
James Nylund
Portland, ME
Lorraine Dickman
Paramus, NJ
Dino Johnson
Albany, NY
Russell Woodward
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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