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 based in Andover, Massachusetts, working with Steward Partners Investment Advisory, LLC. Richard has previously held positions at Raymond James Financial Services, Inc, Steward Partners Global Advisory, Raymond James Financial Services Advisors Inc, Steward Partners Investment Advisory, LLC, and Steward Partners Investment Solutions, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Richard is part of Steward Partners Investment Advisory, LLC, which operates out of Andover, Massachusetts. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$15,388,456,057

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

499

MA Average: 88
Total Number of Accounts

30,287

MA Average: 3,892
Average Account Size

$508,088

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

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2013 - Present (11 years)

Steward Partners Global Advisory

2014 - 2016 (2 years)

Raymond James Financial Services Advisors Inc

2013 - 2022 (9 years)

Raymond James Financial Services,Inc

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

Jeffrey Gonyo
Clearwater, FL
Tamra Enriquez
Dallas, TX
Hayden Gresham
New York, NY
Larry Altman
Virginia Beach, VA
Laureen Lynn
New York, NY
Alondra Robles
Dallas, TX
Erika Luczynski
New York, NY
Donald Brusca
Andover, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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