Christopher
Reaney
Steward Partners Investment Advisory, LLC
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About this Advisor
Christopher Reaney is a certified financial planner operating in Portsmouth, New Hampshire with 7 years of relevant experience. Reaney is an advisor for Steward Partners Investment Advisory, LLC. Throughout their career, Reaney has worked at Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Morgan Stanley, Steward Partners Global Advisory LLC, Raymond James Financial Services, Inc and Raymond James Financial Services Advisors Inc. Reaney maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New Hampshire. Steward Partners Investment Advisory, LLC is a registered investment firm headquartered in New York, NY. It has offices in 45 locations and a total of 363 people on staff. It has $12 billion in assets under management across its 27,637 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 client accounts, 55% belong to high-net-worth clients 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. Financial management fee schedules typically are based on which services the firm provides the client. 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
Christopher Reaney Work History
Christopher 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 Christopher Reaney 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
New York, NY
New York, NY
Albany, NY
Clearwater, FL
Saint Louis, MO
Portland, ME
Boston, MA
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.
