Erik
Andersen
Steward Partners Investment Advisory, LLC
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About this Advisor
Erik Andersen is a financial advisor who works out of Paramus, New Jersey, with 2 years of relevant experience. Andersen is currently employed by Steward Partners Investment Advisory, LLC. Throughout their career, Andersen has worked at Bankers Life & Casualty, Proequities, Inc, Bankers Life Securities, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Raymond James Financial Services, Inc, Steward Partners Global Advisory LLC, Steward Partners Investment Advisory LLC and Steward Partners Investment Solutions, LLC. Andersen maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in New Jersey and Texas. Steward Partners Investment Advisory, LLC is an advisory company based out of New York, NY. The investment advisory business has offices in 45 locations and a total of 363 financial advisors. It oversees $12 billion in total assets among its 27,637 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 45 charities and foundations. Of its 27,637 client accounts, 55% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm 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. Fees for financial advisory services are based on which service is provided. However, fee types charged by Steward Partners Investment Advisory, LLC likely consist 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
Erik Andersen Work History
Erik has been registered as a financial advisor for 2 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory LLC
Steward Partners Investment Advisory LLC
Raymond James Financial Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bankers Life Securities, Inc
Proequities, Inc
Bankers Life & Casualty
*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 Erik Andersen 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
Clearwater, FL
New York, NY
New York, NY
Portland, ME
Albany, NY
New York, NY
Paramus, NJ
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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