Frank
Hibbard

Steward Partners Investment Advisory, LLC

CRD#2847644
Investment Advisor
in Clearwater, FL

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About this Advisor

Frank Hibbard is a financial advisor based out of Clearwater, Florida who has 6 years of industry experience. Hibbard is an advisor for Steward Partners Investment Advisory, LLC. During their career, the advisor has held roles at Raymond James Financial Services, Inc, Steward Partners Investment Advisory LLC, Steward Partners Investment Solutions, LLC, Morgan Stanley, Steward Partners Global Advisory and Hibbard Wealth Management Group. Hibbard maintains a Series 63 license, qualifying them as a securities broker, and can advise clients in Florida, Louisiana and Texas. Steward Partners Investment Advisory, LLC is a company that has its headquarters in New York, NY. The company has offices in 45 locations and a total of 363 financial advisors. It oversees $12 billion in total assets between its 27,637 client accounts, making it one of the largest 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 clients who have at least $1 million in assets. The advisory firm performs a wide assortment 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 typically depend on the financial services provided. Fee types charged by Steward Partners Investment Advisory, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

6 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

Frank Hibbard Work History

Frank has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2017 - Present (7 years)

Steward Partners Investment Advisory LLC

2017 - Present (7 years)

Steward Partners Global Advisory

2017 - Present (7 years)

Hibbard Wealth Management Group

2017 - 2022 (5 years)

Raymond James Financial Services, Inc

2002 - 2017 (15 years)

Morgan Stanley

*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 Frank Hibbard 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

Michael Heath
Clearwater, FL
Alice Winters
New York, NY
Russell Woodward
New York, NY
Peter Shanahan
New York, NY
Jeffery Carson
Boston, MA
Wistar Holt
Saint Louis, MO
Robert Slatkin
New York, NY
Matthew Kerns
New York, NY

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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