Andrew
Briggs
Steward Partners Investment Advisory, LLC
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About this Advisor
Andrew Briggs is a chartered financial analyst based out of Saint Louis, Missouri with 3 years of relevant experience. Briggs is currently employed by Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Plaza Advisory Group, Inc, Royal Alliance Associates, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Raymond James Financial Services, Inc, The Briggs Group Of Steward Partners and Steward Partners Investment Solutions, LLC. Briggs holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri and Texas. Steward Partners Investment Advisory, LLC is a registered investment company based out of New York, NY. It has offices in 45 locations and a total of 363 people on staff. It controls $12 billion in assets among its 27,637 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 accounts, 55% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types billed by Steward Partners Investment Advisory, LLC likely consist 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
Andrew Briggs Work History
Andrew has been registered as a financial advisor for 3 years.*
Steward Partners Investment Solutions, LLC
Plaza Advisory Group, Inc
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
The Briggs Group Of Steward Partners
Raymond James Financial Services, Inc
Royal Alliance Associates, 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 Andrew Briggs 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
Manchester, NH
New York, NY
Portland, ME
New York, NY
Saint Louis, MO
New York, NY
New York, NY
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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