Michael
Englehart
Steward Partners Investment Advisory, LLC
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About this Advisor
Michael Englehart is a certified financial planner who works out of Bel Air, Maryland with a total of 1 year of industry experience. Englehart currently works for Steward Partners Investment Advisory, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory LLC, Steward Partners Global Advisory LLC, Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC. Englehart holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Steward Partners Investment Advisory, LLC is a 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 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 45 charitable organizations. Of its 27,637 client accounts, 55% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers 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 advice usually depend on the financial services offered. However, fees billed by Steward Partners Investment Advisory, LLC can be comprised of any combination 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
Michael Englehart Work History
Michael has been registered as a financial advisor for 1 years.*
Raymond James Financial Services, Inc
Steward Partners Investment Advisory LLC
Steward Partners Global Advisory LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
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 Michael Englehart 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
Boston, MA
New York, NY
Portland, ME
New York, NY
Albany, NY
New York, NY
Saint Louis, MO
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
