James
Nylund

Steward Partners Investment Advisory, LLC

CRD#6159293
Investment Advisor
in Portland, ME

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About this Advisor

James Nylund is a certified financial planner operating in Portland, Maine, with a total of 10 years of professional experience. Nylund currently works for Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Sinclair Broadcast Group, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Rental Real Estate. Nylund maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Maine and Texas. Steward Partners Investment Advisory, LLC is a financial advisory firm that has its headquarters in Portland, Maine. The company has offices in 25 locations and a total of 224 employees. It manages $7 billion in total assets among its 16,315 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 25 charitable organizations. Of its 16,315 customer accounts, 62% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm 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. Financial advisory fee schedules largely vary depending on the type of financial services provided. Fee types charged by Steward Partners Investment Advisory, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

Disclosures

No

Office Location

16 Middle Street Suite 501B
Portland, ME 04101

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

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

224

ME Average: 88
Total Number of Accounts

16,315

ME Average: 3,892
Average Account Size

$450,356

ME Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

James Nylund Work History

James has 10 years of experience.

2019 - Present (2 years)

Raymond James Financial Services, Inc

2019 - Present (2 years)

Steward Partners Global Advisory, LLC

2019 - Present (2 years)

Steward Partners Investment Advisory, LLC

2019 - Present (2 years)

Rental Real Estate

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2010 - 2013 (3 years)

Sinclair Broadcast Group

Disclosures

James Nylund has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Anita Humphrey
Clearwater, FL
Vaclav Vlcek
Washington, DC
Kaitlyn Ramsay
Manchester, NH
Kenneth Roban
New York, NY
Lorraine Dickman
Paramus, NJ
Jeremy Raffer
New York, NY
Conor Wolchesky
Bethesda, MD
Edmund Iannaccone
Paramus, NJ

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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