Kaitlyn
Ramsay-Longley
Steward Partners Investment Advisory, LLC
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About this Advisor
Kaitlyn Ramsay-Longley is a financial advisor based in Manchester, New Hampshire, working with Steward Partners Investment Advisory, LLC. Kaitlyn has previously held positions at Southern New Hampshire University, Putnam Retail Management LTD Partnership, Fidelity Brokerage Services LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Raymond James Financial Services, Inc, and Steward Partners Investment Solutions, LLC. Kaitlyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Kaitlyn is part of Steward Partners Investment Advisory, LLC, which operates out of Manchester, New Hampshire. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Kaitlyn Ramsay-Longley Work History
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Fidelity Brokerage Services LLC
Raymond James Financial Services, Inc
Putnam Retail Management LTD Partnership
Southern New Hampshire University
Disclosures
Please visit the SEC profile of Kaitlyn Ramsay-Longley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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