Miguel-Angel
Lopez
Steward Partners Investment Advisory, LLC
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About this Advisor
Miguel-Angel Lopez is a certified financial planner based in Bethesda, Maryland with a total of 5 years of relevant experience. Lopez 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, The Egber-Lopez Investment Group, Rental Real Estate, Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC and Steward Partners Investment Advsiory, LLC. Lopez maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Delaware, Maryland and Texas. Steward Partners Investment Advisory, LLC is a financial advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 45 locations and a total of 363 people on staff. It handles $12 billion in assets under management between its 27,637 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 45 charitable organizations. Of its 27,637 client accounts, 55% belong to high-net-worth investors who have more than $1 million in assets. Steward Partners Investment Advisory, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely vary depending on which service is offered. However, fees billed by Steward Partners Investment Advisory, LLC can consist 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
Miguel-Angel Lopez Work History
Miguel-Angel has been registered as a financial advisor for 5 years.*
Steward Partners Investment Solutions, LLC
Rental Real Estate
The Egber-Lopez Investment Group
Steward Partners Global Advisory, LLC
Steward Partners Investment Advsiory, 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 Miguel-Angel Lopez 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
New York, NY
Clearwater, FL
Paramus, NJ
Portland, ME
Albany, NY
New York, 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.
