Davor
Poljak

Steward Partners Investment Advisory, LLC

CRD#5097174
Investment Advisor
in Shreveport, LA

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About this Advisor

Davor Poljak is a financial advisor working out of Shreveport, Louisiana with 2 years of relevant experience. Poljak is an advisor for Steward Partners Investment Advisory, LLC. Poljak has gained experience at Raymond James Financial Services, Inc, Steward Partners Investment Advisory LLC, Steward Partners Global Advisory, LLC, Morgan Stanley Private Bank, N.A, Steward Partners Investment Solutions, LLC, Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. Poljak holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana and Texas. Steward Partners Investment Advisory, LLC is a registered investment company operating out of New York, NY. It has offices in 45 locations and a total of 363 advisors. It handles $12 billion in assets among its 27,637 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 27,637 accounts, 55% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company performs a number 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 for financial advisory services depend on which services are provided. However, fees billed by Steward Partners Investment Advisory, LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

333 Texas Street Suite 1300
Shreveport, LA 71101

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

LA Average: 88
Total Number of Accounts

27,637

LA Average: 3,892
Average Account Size

$440,314

LA 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

Davor Poljak Work History

Davor has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2021 - Present (3 years)

Steward Partners Investment Advisory LLC

2021 - Present (3 years)

Steward Partners Global Advisory, LLC

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2021 - 2022 (1 year)

Raymond James Financial Services, Inc

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2009 - 2021 (12 years)

Morgan Stanley Smith Barney

*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 Davor Poljak 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

Robert Ibrahim
Somerville, NJ
Russell Woodward
New York, NY
James Gold
Washington, DC
Anthony Cervio
Clearwater, FL
James Nylund
Portland, ME
Dino Johnson
Albany, NY
Alice Winters
New York, NY
Lorraine Dickman
Paramus, NJ

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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