Matthew
Madeira

Steward Partners Investment Advisory, LLC

CRD#702773
Investment Advisor
in Portsmouth, NH

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About this Advisor

Matthew Madeira is a financial advisor based in Portsmouth, New Hampshire, working with Steward Partners Investment Advisory, LLC. Matthew has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, and Oppenheimer & Co. Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, New Hampshire, and Texas. Currently, Matthew is part of Steward Partners Investment Advisory, LLC, which operates out of Portsmouth, 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

Series 63, Series 65

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

145 Maplewood Avenue Suite 100
Portsmouth, NH 03801

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

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

499

NH Average: 88
Total Number of Accounts

30,287

NH Average: 3,892
Average Account Size

$508,088

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

Matthew Madeira Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2016 - Present (8 years)

Steward Partners Global Advisory, LLC

2016 - 2022 (6 years)

Raymond James Financial Services, Inc

2016 - 2016 (< 1 year)

Raymond James Financial Services Advisors Inc

2003 - 2016 (13 years)

Oppenheimer & Co. Inc

Disclosures

Please visit the SEC profile of Matthew Madeira 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

Larry Altman
Virginia Beach, VA
Quinn Murphy
New York, NY
Derrick Labranche
New York, NY
Hayden Gresham
New York, NY
Jeffrey Gonyo
Clearwater, FL
Donald Brusca
Andover, MA
Anthony Piglowski
Suffolk, VA
Rodger Friedman
Clearwater, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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