John
Pappas
Steward Partners Investment Advisory, LLC
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About this Advisor
John Pappas is a financial advisor based in Portsmouth, New Hampshire with a total of 7 years of industry experience. Pappas is on the advisory team at Steward Partners Investment Advisory, LLC. Throughout their career, Pappas has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Pappas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Louisiana, New Hampshire and Texas. Steward Partners Investment Advisory, LLC is a firm operating out of New York, NY. The company has offices in 45 locations and a total of 363 advisors. It controls $12 billion in assets across its 27,637 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 45 charitable organizations. Of its 27,637 customer accounts, 55% are held by high-net-worth individuals who have at least $1 million in assets. Steward Partners Investment Advisory, LLC performs a broad set 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 depend on the services offered. Fees charged by Steward Partners Investment Advisory, LLC may include any combination 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
John Pappas Work History
John 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
Raymond James Financial Services Advisors Inc
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith 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 John Pappas 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
Clearwater, FL
Albany, NY
New York, NY
New York, NY
New York, NY
Portland, ME
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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