Alejandro
Tirso

Steward Partners Investment Advisory, LLC

CRD#6130816
Investment Advisor
in Ramsey, NJ

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About this Advisor

Alejandro Tirso is a financial advisor based in Ramsey, New Jersey, working with Steward Partners Investment Advisory, LLC. Alejandro has previously held positions at Oppenheimer Funds, Invesco Distributors, Inc, Ramapo Wealth Advisors, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and UBS. Alejandro has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Alejandro is part of Steward Partners Investment Advisory, LLC, which operates out of Ramsey, New Jersey. 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 66, CERTIFIED FINANCIAL PLANNER™

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

500 N Franklin Tpke 3Rd Floor, Suite 322
Ramsey, NJ 07446

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

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

499

NJ Average: 88
Total Number of Accounts

30,287

NJ Average: 3,892
Average Account Size

$508,088

NJ 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

Alejandro Tirso Work History

2024 - Present (0 year)

Ramapo Wealth Advisors

2024 - Present (0 year)

Steward Partners Investment Solutions, LLC

2024 - Present (0 year)

Steward Partners Investment Advisory, LLC

2019 - Present (5 years)

Invesco Distributors, Inc

2015 - Present (9 years)

Oppenheimer Funds

2013 - 2015 (2 years)

Ubs

Disclosures

Please visit the SEC profile of Alejandro Tirso 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

Erik Mathieson
New York, NY
Corbin Briggs
New York, NY
Derrick Labranche
New York, NY
Larry Altman
Virginia Beach, VA
Michelle Lauder
Manchester, NH
Gregory Banasz
Washington, DC
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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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.

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