Andrew
Egber
Steward Partners Investment Advisory, LLC
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About this Advisor
Andrew Egber is a financial advisor working in Bethesda, Maryland with 5 years of relevant experience. Egber is an advisor for Steward Partners Investment Advisory, LLC. During their career, Egber has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Egber holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Maryland. Steward Partners Investment Advisory, LLC is a financial advisory company operating out of New York, NY. It has offices in 45 locations and a total of 363 people on staff. It controls $12 billion in total assets among its 27,637 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 45 charitable organizations. Of its 27,637 customer accounts, 55% belong to high-net-worth investors who have more than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Steward Partners Investment Advisory, LLC can include any blend of 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
Andrew Egber Work History
Andrew has been registered as a financial advisor for 5 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Andrew Egber 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
Albany, NY
Paramus, NJ
New York, NY
New York, NY
New York, NY
Clearwater, FL
Boston, MA
Somerville, 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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