Conor
Wolchesky

Steward Partners Investment Advisory, LLC

CRD#6253601
Investment Advisor
in Bethesda, MD

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About this Advisor

Conor Wolchesky is a financial advisor working in Bethesda, Maryland, who has 10 years of work experience. Wolchesky is an employee of Steward Partners Investment Advisory, LLC. Wolchesky has gained experience at Morgan Stanley Smith Barney, Mww Builders, George Washington University, Raymond James Financial Services, Philleo & Ialeggio Wealth Strategies, Steward Partners Global Advisory and Steward Partners Investment Advisory, LLC. Wolchesky holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Maryland. Steward Partners Investment Advisory, LLC is a financial advisory firm based in Bethesda, Maryland. The investment advisory business has offices in 25 locations and a total of 224 advisors. It handles $7 billion in assets under management among its 16,315 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 16,315 client accounts, 62% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on which services are offered. Fees billed by Steward Partners Investment Advisory, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

7550 Wisconsin Ave. Ste. 420
Bethesda, MD 20814

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

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

224

MD Average: 88
Total Number of Accounts

16,315

MD Average: 3,892
Average Account Size

$450,356

MD 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

Conor Wolchesky Work History

Conor has 10 years of experience.

2016 - Present (5 years)

Steward Partners Investment Advisory, LLC

2015 - Present (6 years)

Raymond James Financial Services

2015 - Present (6 years)

Steward Partners Global Advisory

2015 - 2017 (2 years)

Philleo & Ialeggio Wealth Strategies

2013 - 2015 (2 years)

Morgan Stanley Smith Barney

2013 - 2013 (< 1 year)

Mww Builders

2012 - 2012 (< 1 year)

Mww Builders

2012 - 2013 (1 year)

George Washington University

2011 - 2011 (< 1 year)

Mww Builders

2011 - 2012 (1 year)

George Washington University

2010 - 2010 (< 1 year)

Mww Builders

2010 - 2011 (1 year)

George Washington University

Disclosures

Conor Wolchesky has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Thomas Arcidiacono
New York, NY
Conor Wolchesky
Bethesda, MD
James Nylund
Portland, ME
Austin Hunt
Clearwater, FL
Nathan Kudla
Manchester, NH
Robert Baker
New York, NY
Paul Sarama
New York, NY
Anita Humphrey
Clearwater, FL

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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