Mathew
Tomlin
Steward Partners Investment Advisory, LLC
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About this Advisor
Mathew Tomlin is a financial advisor operating in Clearwater, Florida who has 1 year of relevant experience. Tomlin is currently employed by Steward Partners Investment Advisory, LLC. Throughout their career, Tomlin has worked at St. Petersburg College, E-Z Money Pawn & Jewelry, Northwestern Mutual, Raymond James Financial Services, Inc, United States Marine Corps Reserve, Raymond James & Associates, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Tomlin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Steward Partners Investment Advisory, LLC is a company operating out of New York, NY. The company has offices in 45 locations and a total of 363 people on staff. It oversees $12 billion in assets across its 27,637 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 27,637 accounts, 55% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a broad 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. Financial advisory fee schedules usually are based on which services are provided. Fee types billed by Steward Partners Investment Advisory, LLC most likely include any combination 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
Mathew Tomlin Work History
Mathew has been registered as a financial advisor for 1 years.*
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Raymond James Financial Services, Inc
United States Marine Corps Reserve
Raymond James & Associates, Inc
Northwestern Mutual
Raymond James Financial Services, Inc
St. Petersburg College
E-Z Money Pawn & Jewelry
*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 Mathew Tomlin 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
Boston, MA
Manchester, NH
Clearwater, FL
Paramus, NJ
Somerville, NJ
New York, NY
New York, NY
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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