Steven
Lynch

Steward Partners Investment Advisory, LLC

CRD#2214022
Investment Advisor
in New York, NY

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About this Advisor

Steven Lynch is a financial advisor who works in New York, New York with 1 year of relevant experience. Lynch is an employee of Steward Partners Investment Advisory, LLC. Over the course of their career, Lynch has held roles at Steward Partners Investment Advisory LLC, Wells Fargo Advisors LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC and Raymond James & Associates, Inc. Lynch 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 Louisiana, Maryland, New York and Texas. Steward Partners Investment Advisory, LLC is a financial advisory company operating out of 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 largest firms in the United States by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 client accounts, 55% are held by high-net-worth investors who have at least $1 million in investable assets. The company provides a diverse set 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 charged by financial advisors are based on which services are offered. However, fee types charged by Steward Partners Investment Advisory, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

140 E. 45Th Street 36Th Floor
New York, NY 10017

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

NY Average: 88
Total Number of Accounts

27,637

NY Average: 3,892
Average Account Size

$440,314

NY 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

Steven Lynch Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Steward Partners Investment Advisory LLC

2022 - Present (2 years)

Steward Partners Global Advisory, LLC

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2022 - 2022 (< 1 year)

Steward Partners Investment Solutions, LLC

2016 - 2022 (6 years)

Raymond James Financial Services, Inc

2016 - 2022 (6 years)

Steward Partners Investment Advisory, LLC

2016 - 2022 (6 years)

Steward Partners Global Advisory, LLC

2016 - 2022 (6 years)

Raymond James & Associates, Inc

2009 - 2016 (7 years)

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 Steven Lynch 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

Peter Shanahan
New York, NY
Robert Slatkin
New York, NY
Dino Johnson
Albany, NY
Jean Delgado
New York, NY
Anthony Cervio
Clearwater, FL
Robert Ibrahim
Somerville, NJ
Alice Winters
New York, NY
James Nylund
Portland, ME

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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