Wistar
Holt
Steward Partners Investment Advisory, LLC
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About this Advisor
Wistar Holt is a certified financial planner operating in Saint Louis, Missouri, with a total of 3 years of relevant experience. Holt is on the advisory team at Steward Partners Investment Advisory, LLC. The advisor has gained experience at Royal Alliance, Royal Alliance Associates, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Plaza Advisory Group Inc, Raymond James Financial Services, Inc and Steward Partners Investment Solutions, LLC. Holt has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Missouri and Texas. Steward Partners Investment Advisory, LLC is a registered investment business headquartered in New York, NY. The company has offices in 45 locations and a total of 363 employees. It manages $12 billion in assets under management between its 27,637 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 45 charitable organizations. Of its 27,637 customer accounts, 55% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC offers a number 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 usually depend on which service is offered. Fees billed by Steward Partners Investment Advisory, LLC most likely include 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
Wistar Holt Work History
Wistar has been registered as a financial advisor for 3 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Plaza Advisory Group Inc
Royal Alliance Associates
Royal Alliance
*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 Wistar Holt 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
Paramus, NJ
Somerville, NJ
Albany, NY
Clearwater, FL
New York, NY
Portland, ME
New York, NY
Saint Louis, MO
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.
