Edmund
Iannaccone
Steward Partners Investment Advisory, LLC
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About this Advisor
Edmund Iannaccone is a certified financial planner based in Paramus, New Jersey who has 6 years of industry experience. Iannaccone currently works for Steward Partners Investment Advisory, LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Estate Of Yolanda Pisani, Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Iannaccone maintains a Series 63 license, designating them as a securities agent, and is registered to serve investors in New Jersey and Texas. Steward Partners Investment Advisory, LLC is a firm based in New York, NY. The company has offices in 45 locations and a total of 363 employees. It administers $12 billion in total assets across its 27,637 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 45 charities and foundations. Of its 27,637 accounts, 55% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on the type of services provided. Fees billed by Steward Partners Investment Advisory, LLC most likely 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$12,168,947,752
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
363
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
27,637
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Edmund Iannaccone Work History
Edmund has been registered as a financial advisor for 6 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
Estate Of Yolanda Pisani
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 Edmund Iannaccone 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
Paramus, NJ
New York, NY
Clearwater, FL
Albany, NY
New York, NY
Portland, ME
New York, NY
Saint Louis, MO
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.
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