Edmund
Iannaccone

Steward Partners Investment Advisory, LLC

CRD#2069841
Investment Advisor
in Paramus, NJ

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About this Advisor

Edmund Iannaccone is a certified financial planner operating in Paramus, New Jersey, who has been in the advisory business for 10 years. Iannaccone is an employee of 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, Estate Of Yolanda Pisani and Steward Partners Investment Advisory, LLC. Iannaccone has a Series 63 license, certifying them as a securities broker, and is able to operate in New Jersey and Texas. Steward Partners Investment Advisory, LLC is a registered investment business that has its headquarters in Paramus, New Jersey. It has offices in 25 locations and a total of 224 advisors. It manages $7 billion in assets between its 16,315 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 25 charities and foundations. Of its 16,315 client accounts, 62% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number 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 typically vary depending on which services are provided. Fees billed by Steward Partners Investment Advisory, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

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

Disclosures

Yes

Office Location

115 West Century Road Suite 145
Paramus, NJ 07652

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

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

224

NJ Average: 88
Total Number of Accounts

16,315

NJ Average: 3,892
Average Account Size

$450,356

NJ Average: $1,917,921

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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 10 years of experience.

2017 - Present (4 years)

Raymond James Financial Services, Inc

2017 - Present (4 years)

Steward Partners Investment Advisory, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2014 - 2019 (5 years)

Estate Of Yolanda Pisani

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

Disclosures

Edmund Iannaccone has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Wayne Mccormick
Manchester, NH
Robert Baker
New York, NY
Kaitlyn Ramsay
Manchester, NH
Sharon Harkinson
Portsmouth, NH
Ross Hamilton
Bethesda, MD
Thomas Arcidiacono
New York, NY
Jeremy Raffer
New York, NY
Andrew Githmark
Manchester, NH

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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