Andrew
Githmark

Steward Partners Investment Advisory, LLC

CRD#3063321
Investment Advisor
in Manchester, NH

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About this Advisor

Andrew Githmark is a financial advisor working in Manchester, New Hampshire with a total of 7 years of relevant experience. Githmark works at Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Morgan Stanley Private Bank, National Association, Morgan Stanley, Steward Partners Investment Solutions, LLC, Raymond James Financial Services Inc, Steward Partners Investment Advisory, LLC, Stewart Partners Global Advisory and Rsg Advisory. Githmark has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Hampshire. Steward Partners Investment Advisory, LLC is a registered investment firm based out of New York, NY. It has offices in 45 locations and a total of 363 employees. It manages $12 billion in assets under management across its 27,637 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 accounts, 55% belong to high-net-worth investors who have more than $1 million in assets. The firm offers 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. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types billed by Steward Partners Investment Advisory, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

1155 Elm Street 4Th Floor
Manchester, NH 03101

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

NH Average: 88
Total Number of Accounts

27,637

NH Average: 3,892
Average Account Size

$440,314

NH 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

Andrew Githmark Work History

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

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Raymond James Financial Services Inc

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2016 - Present (8 years)

Stewart Partners Global Advisory

2017 - 2018 (1 year)

Rsg Advisory

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2011 - 2016 (5 years)

Morgan Stanley

*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 Githmark 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

Amanda Sachs
New York, NY
Alice Winters
New York, NY
James Gold
Washington, DC
Michael Heath
Clearwater, FL
Matthew Kerns
New York, NY
Robert Slatkin
New York, NY
Robert Ibrahim
Somerville, NJ
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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