Sander
Kafetz
Steward Partners Investment Advisory, LLC
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About this Advisor
Sander Kafetz is a financial advisor operating in Bethesda, Maryland who has 7 years of relevant experience. Kafetz works at Steward Partners Investment Advisory, LLC. Over the course of their career, Kafetz has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Inc, Stewart Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Kafetz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland. Steward Partners Investment Advisory, LLC is a firm based out of New York, NY. It has offices in 45 locations and a total of 363 advisors. It manages $12 billion in assets across its 27,637 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 accounts, 55% are held by high-net-worth individuals who have greater than $1 million in assets. Steward Partners Investment Advisory, LLC provides a diverse 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. Financial management fees usually vary depending on the type of financial services offered. Fee types charged by Steward Partners Investment Advisory, LLC can include some 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
Sander Kafetz Work History
Sander has been registered as a financial advisor for 7 years.*
Steward Partners Investment Solutions, LLC
Stewart Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Raymond James Financial Services, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Sander Kafetz 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
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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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