Sharon
Harkinson

Steward Partners Investment Advisory, LLC

CRD#5814683
Investment Advisor
in Portsmouth, NH

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About this Advisor

Sharon Harkinson is a financial advisor who lives in Portsmouth, New Hampshire. Currently a registered investment advisor with Steward Partners Investment Advisory, LLC, Harkinson has 10 years of professional experience in the financial advisory industry. Harkinson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Harkinson is able to advise clients based out of New Hampshire. Harkinson has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Steward Partners Global Advisory and Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is based out of Portsmouth, New Hampshire, and has 25 additional offices across the country. In aggregate, Steward Partners Investment Advisory, LLC manages $7 billion in assets covering 16,315 client accounts and retains more than 224 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 14,299 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 62% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Steward Partners Investment Advisory, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

29 Maplewood Ave. Ste. C
Portsmouth, NH 03801

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

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

224

NH Average: 88
Total Number of Accounts

16,315

NH Average: 3,892
Average Account Size

$450,356

NH Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Sharon Harkinson Work History

Sharon has 10 years of experience.

2016 - Present (5 years)

Steward Partners Investment Advisory, LLC

2015 - Present (6 years)

Raymond James Financial Services

2015 - Present (6 years)

Raymond James Financial Services Advisors Inc

2014 - Present (7 years)

Steward Partners Global Advisory

2010 - 2014 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Sharon Harkinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Anita Humphrey
Clearwater, FL
Vaclav Vlcek
Washington, DC
Kaitlyn Ramsay
Manchester, NH
Kenneth Roban
New York, NY
Lorraine Dickman
Paramus, NJ
Jeremy Raffer
New York, NY
Conor Wolchesky
Bethesda, MD
Edmund Iannaccone
Paramus, NJ

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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