Stephen
Philleo
Steward Partners Investment Advisory, LLC
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About this Advisor
Stephen Philleo is a certified financial planner who works out of Bethesda, Maryland with a total of 7 years of industry experience. Philleo works at Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, #Ia Dean Witter Reynolds Inc, Morgan Stanley & Co., Inc, Steward Partners Global Advisory, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Philleo Private Wealth Management, Steward Partners Investment Solutions, LLC and Steward Partners Investment Advisory, LLC. Philleo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland 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 financial advisors. It oversees $12 billion in assets between its 27,637 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 45 charitable organizations. Of its 27,637 client accounts, 55% are held by high-net-worth individuals who have more than $1 million in assets. Steward Partners Investment Advisory, LLC offers a broad array 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 typically are based on which services the firm provides the client. However, fee types charged by Steward Partners Investment Advisory, LLC most likely include 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
Stephen Philleo Work History
Stephen has been registered as a financial advisor for 7 years.*
Steward Partners Investment Solutions, LLC
Philleo Private Wealth Management
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory
Morgan Stanley Private Bank, National Association
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
#Ia Dean Witter Reynolds 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 Stephen Philleo 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
Saint Louis, MO
New York, NY
New York, NY
Portland, ME
New York, NY
Boston, MA
Somerville, NJ
Washington, DC
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.