Russell
Woodward
Steward Partners Investment Advisory, LLC
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About this Advisor
Russell Woodward is a financial advisor working in New York, New York with 1 year of industry experience. Woodward works at Steward Partners Investment Advisory, LLC. Over the course of their career, Woodward has held roles at Invest Financial Corp, Murphy Business And Financial, Lowes Home Improvement, Health Markets, Premier Insurance Benefits, Family Care Taker, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory LLC and Steward Partners Investment Solutions, LLC. Woodward has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Florida. Steward Partners Investment Advisory, LLC is a registered investment company that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 people on staff. It administers $12 billion in assets under management among its 27,637 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 45 charitable organizations. Of its 27,637 accounts, 55% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm provides a wide range 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 which service is provided. Fee types charged by Steward Partners Investment Advisory, LLC most likely include 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
Russell Woodward Work History
Russell has been registered as a financial advisor for 1 years.*
Raymond James Financial Services, Inc
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory LLC
Steward Partners Investment Solutions, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Invest Financial Corp
Murphy Business And Financial
Lowes Home Improvement
Health Markets
Premier Insurance Benefits
Family Care Taker
*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 Russell Woodward 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
Somerville, NJ
New York, NY
New York, NY
Manchester, NH
Washington, DC
New York, NY
Paramus, NJ
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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