Anka
Vidacic
Steward Partners Investment Advisory, LLC
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About this Advisor
Anka Vidacic is a financial advisor working out of Portsmouth, New Hampshire who has 7 years of relevant experience. Vidacic is on the advisory team at Steward Partners Investment Advisory, LLC. Vidacic has gained experience at Morgan Stanley, Raymond James Financial Services, Inc, Steward Partners Global Advisory LLC, Raymond James Financial Services Advisors Inc, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Vidacic holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Hampshire and Texas. Steward Partners Investment Advisory, LLC is an advisory business headquartered in New York, NY. The investment advisory business has offices in 45 locations and a total of 363 advisors. It has $12 billion in assets under management across its 27,637 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 45 charities and foundations. Of its 27,637 accounts, 55% are associated with high-net-worth investors who have more than $1 million in assets. Steward Partners Investment Advisory, LLC has a broad array of services, such as 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 are based on the type of services offered. However, fee types charged by Steward Partners Investment Advisory, LLC most likely are comprised of any blend 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
Anka Vidacic Work History
Anka has been registered as a financial advisor for 7 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
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 Anka Vidacic 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
Clearwater, FL
New York, NY
Washington, DC
Somerville, NJ
Boston, MA
New York, NY
New York, NY
Clearwater, FL
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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