Daniel
Ialeggio
Steward Partners Investment Advisory, LLC
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About this Advisor
Daniel Ialeggio is a financial advisor based in Bethesda, Maryland, working with Steward Partners Investment Advisory, LLC. Daniel has previously held positions at Raymond James Financial Services Advisors Inc, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Steward Partners Global Advisory, Philleo & Ialeggio Wealth Strategies, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, Maryland, and Texas. Currently, Daniel is part of Steward Partners Investment Advisory, LLC, which operates out of Bethesda, Maryland. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Daniel Ialeggio Work History
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory
Steward Partners Investment Advisory, LLC
Raymond James Financial Services Advisors Inc
Morgan Stanley Private Bank, National Association
Raymond James Financial Services
Philleo & Ialeggio Wealth Strategies
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Disclosures
Please visit the SEC profile of Daniel Ialeggio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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