Wayne
Mccormick
Steward Partners Investment Advisory, LLC
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About this Advisor
Wayne Mccormick is a certified financial planner operating in Manchester, New Hampshire, with a total of 5 years of relevant experience. Mccormick is an advisor for Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC. Mccormick has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Hampshire and Texas. Steward Partners Investment Advisory, LLC is a registered investment business that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 employees. It manages $12 billion in assets under management across its 27,637 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 45 charitable organizations. Of its 27,637 client accounts, 55% are held by high-net-worth individuals who have greater than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Steward Partners Investment Advisory, LLC most likely include some blend of 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
Wayne Mccormick Work History
Wayne has been registered as a financial advisor for 5 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Raymond James Financial Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Wayne Mccormick 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
Saint Louis, MO
New York, NY
Portland, ME
Clearwater, FL
Albany, NY
New York, NY
Washington, DC
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.