Travis
Poodiack
Steward Partners Investment Advisory, LLC
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About this Advisor
Travis Poodiack is a financial advisor based in Keene, New Hampshire, working with Steward Partners Investment Advisory, LLC. Travis has previously held positions at Wells Fargo Advisors, LLC, Mill Village Country Store, Kelly Services, Robert Half, University Of New Hampshire, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Investment Solutions, LLC. Travis has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire and Texas. Currently, Travis is part of Steward Partners Investment Advisory, LLC, which operates out of Keene, 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
Travis Poodiack Work History
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Wells Fargo Advisors, LLC
Robert Half
Mill Village Country Store
Kelly Services
University Of New Hampshire
Disclosures
Please visit the SEC profile of Travis Poodiack 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
Washington, DC
New York, NY
Baltimore, MD
New York, NY
Clearwater, FL
Dallas, TX
New York, NY
Andover, MA
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