Amy
Sachs
Steward Partners Investment Advisory, LLC
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About this Advisor
Amy Sachs is a financial advisor operating out of Bethesda, Maryland with 7 years of industry experience. Sachs is an advisor for Steward Partners Investment Advisory, LLC. Throughout their career, they have worked at Morgan Stanley, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC. Sachs holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana, Maryland and Texas. Steward Partners Investment Advisory, LLC is a firm based out of New York, NY. The firm has offices in 45 locations and a total of 363 employees. It controls $12 billion in assets among its 27,637 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 client accounts, 55% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business has 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 largely vary depending on which services the firm provides the client. Fee types billed by Steward Partners Investment Advisory, LLC may 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$12,168,947,752
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
363
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
27,637
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Amy Sachs Work History
Amy has been registered as a financial advisor for 7 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Morgan Stanley
*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 Amy Sachs 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
Saint Louis, MO
Clearwater, FL
Paramus, NJ
New York, NY
New York, NY
New York, NY
Clearwater, FL
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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