Steven
Bricker
Steward Partners Investment Advisory, LLC
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About this Advisor
Steven Bricker is a financial advisor who works in Portsmouth, New Hampshire with 7 years of industry experience. Bricker is an employee of Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Raymond James Financial Services Advisors Inc, Merrill Lynch, Pierce, Fenner & Smith, Raymond James Financial Services, Inc, Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Bricker has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana, Nevada and New Hampshire. Steward Partners Investment Advisory, LLC is a financial advisory business based in New York, NY. The investment advisory business has offices in 45 locations and a total of 363 people on staff. It manages $12 billion in total assets across its 27,637 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 45 charitable organizations. Of its 27,637 client accounts, 55% belong to high-net-worth investors who have more than $1 million in assets. Steward Partners Investment Advisory, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice vary depending on which service is provided. However, fees billed by Steward Partners Investment Advisory, LLC can 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
Steven Bricker Work History
Steven has been registered as a financial advisor for 7 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Merrill Lynch, Pierce, Fenner & Smith
*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 Steven Bricker 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
Albany, NY
Boston, MA
Clearwater, FL
New York, NY
New York, NY
New York, NY
Paramus, NJ
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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