Richard
Pignone

Steward Partners Investment Advisory, LLC

CRD#1686899
Investment Advisor
in Andover, MA

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About this Advisor

Richard Pignone is a financial advisor working out of Andover, Massachusetts with 7 years of relevant experience. Pignone is an employee of Steward Partners Investment Advisory, LLC. During their career, Pignone has held roles at Morgan Stanley Smith Barney, Raymond James Financial Services, Inc, Steward Partners Global Advisory, Raymond James Financial Services Advisors Inc, Health & Disability Insurance, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Pignone holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts and Texas. Steward Partners Investment Advisory, LLC is an advisory firm operating out of New York, NY. The firm has offices in 45 locations and a total of 363 people on staff. It handles $12 billion in assets between its 27,637 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 45 charitable organizations. Of its 27,637 customer accounts, 55% are associated with high-net-worth investors who have greater than $1 million in assets. Steward Partners Investment Advisory, LLC offers a wide set of services, including 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 typically are based on which service is offered. Fees billed by Steward Partners Investment Advisory, LLC likely consist of some blend of 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

300 Brickstone Sq. Ste. 1006
Andover, MA 01810

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

MA Average: 88
Total Number of Accounts

27,637

MA Average: 3,892
Average Account Size

$440,314

MA 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

Richard Pignone Work History

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

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2014 - Present (10 years)

Raymond James Financial Services Advisors Inc

2014 - Present (10 years)

Health & Disability Insurance

2013 - Present (11 years)

Raymond James Financial Services,Inc

2013 - Present (11 years)

Steward Partners Global Advisory

2009 - 2013 (4 years)

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 Richard Pignone 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

Alice Winters
New York, NY
Robert Slatkin
New York, NY
Matthew Kerns
New York, NY
Robert Ibrahim
Somerville, NJ
James Gold
Washington, DC
Michael Heath
Clearwater, FL
Dino Johnson
Albany, NY
Jean Delgado
New York, NY

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.

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