Michael
Carilli
Steward Partners Investment Advisory, LLC
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About this Advisor
Michael Carilli is a financial advisor based in Boston, Massachusetts, with a total of 6 years of industry experience. Carilli is an advisor for Steward Partners Investment Advisory, LLC. Carilli has gained experience at Morgan Stanley, Bowdoin College, Fidelity Brokerage Services LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Carilli holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts and Texas. Steward Partners Investment Advisory, LLC is an advisory company operating out of New York, NY. The firm has offices in 45 locations and a total of 363 financial advisors. It has $12 billion in total assets across its 27,637 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 45 charities and foundations. Of its 27,637 accounts, 55% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC performs a broad assortment 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 depend on which services the firm provides the client. Fees billed by Steward Partners Investment Advisory, LLC likely are comprised 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
Michael Carilli Work History
Michael has been registered as a financial advisor for 6 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Fidelity Brokerage Services LLC
Morgan Stanley
Bowdoin College
*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 Michael Carilli 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
Washington, DC
New York, NY
Paramus, NJ
New York, NY
Somerville, NJ
New York, NY
New York, NY
Clearwater, FL
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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