Rodger
Friedman

Steward Partners Investment Advisory, LLC

CRD#1057765
Investment Advisor
in Clearwater, FL

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About this Advisor

Rodger Friedman is a financial advisor based out of Clearwater, Florida with a total of 7 years of industry experience. Friedman is an employee of Steward Partners Investment Advisory, LLC. Friedman has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Steward Partners Global Advisory LLC, Book Authored, Forging Bonds Of Steel, LLC, Steward Partners Investment Advisory, LLC, Trustee, Rodger Friedman (Consulting) and Steward Partners Investment Solutions, LLC. Friedman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, Louisiana and Texas. Steward Partners Investment Advisory, LLC is an advisory company that has its headquarters in New York, NY. The company has offices in 45 locations and a total of 363 people on staff. It has $12 billion in total assets across its 27,637 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 45 charitable organizations. Of its 27,637 customer accounts, 55% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a broad range 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 management usually depend on the financial services provided. Fee types billed by Steward Partners Investment Advisory, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Office Location

600 Cleveland Street Suite 1150
Clearwater, FL 33755

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

FL Average: 88
Total Number of Accounts

27,637

FL Average: 3,892
Average Account Size

$440,314

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Rodger Friedman Work History

Rodger has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2019 - Present (5 years)

Rodger Friedman (Consulting)

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2014 - Present (10 years)

Steward Partners Global Advisory LLC

2014 - Present (10 years)

Book Authored

2015 - 2019 (4 years)

Forging Bonds Of Steel, LLC

2014 - 2022 (8 years)

Raymond James Financial Services

2014 - 2016 (2 years)

Raymond James Financial Services Advisors Inc

2014 - 2020 (6 years)

Trustee

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

1993 - 2014 (21 years)

Citigroup Global Markets Inc

*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 Rodger Friedman 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

James Gold
Washington, DC
Michael Heath
Clearwater, FL
Anthony Cervio
Clearwater, FL
Jean Delgado
New York, NY
Robert Ibrahim
Somerville, NJ
Russell Woodward
New York, NY
Alice Winters
New York, NY
Wistar Holt
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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