Denis
Poljak

Steward Partners Investment Advisory, LLC

CRD#2639914
Investment Advisor
in New York, NY

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About this Advisor

Denis Poljak is a certified financial planner working out of New York, New York with a total of 2 years of industry experience. Poljak works at Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Inc, Steward Partners Global Advisory LLC, Steward Partners Investment Advisory LLC, Steward Partners Investment Solutions, LLC and Morgan Stanley Private Bank, N.A. Poljak holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana and Texas. Steward Partners Investment Advisory, LLC is a registered investment business operating out of New York, NY. The investment advisory business has offices in 45 locations and a total of 363 financial advisors. It has $12 billion in assets between its 27,637 client accounts, making it one of the biggest investment advisory firms in the nation 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 at least $1 million in investable assets. Steward Partners Investment Advisory, LLC provides 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 charged by financial advisors are based on which services the firm provides the client. Fees charged by Steward Partners Investment Advisory, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

140 E. 45Th Street 36Th Floor
New York, NY 10017

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

NY Average: 88
Total Number of Accounts

27,637

NY Average: 3,892
Average Account Size

$440,314

NY 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

Denis Poljak Work History

Denis 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 Global Advisory LLC

2021 - Present (3 years)

Steward Partners Investment Advisory LLC

2021 - 2022 (1 year)

Raymond James Financial Services, Inc

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2015 - 2021 (6 years)

Morgan Stanley Private Bank, N.A

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 Denis 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
Michael Heath
Clearwater, FL
Jean Delgado
New York, NY
Peter Shanahan
New York, NY
Anthony Cervio
Clearwater, FL
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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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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