Maria
Licini

Steward Partners Investment Advisory, LLC

CRD#6133666
Investment Advisor
in Rochelle Park, NJ

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About this Advisor

Maria Licini is a financial advisor based in Rochelle Park, New Jersey, working with Steward Partners Investment Advisory, LLC. Maria has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Investment Solutions, LLC. Maria has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Maria is part of Steward Partners Investment Advisory, LLC, which operates out of Rochelle Park, 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 63, Series 66

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

395 West Passaic Street Suite 495
Rochelle Park, NJ 07662

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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

Maria Licini Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2017 - Present (7 years)

Steward Partners Global Advisory, LLC

2017 - Present (7 years)

Steward Partners Investment Advisory, LLC

2017 - 2022 (5 years)

Raymond James Financial Services Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Maria Licini 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

Robert Slatkin
New York, NY
Laureen Lynn
New York, NY
Erika Luczynski
New York, NY
Briana Iannaccone
New York, NY
Derrick Labranche
New York, NY
Jeffrey Gonyo
Clearwater, FL
Samuel Smith
Nolensville, TN
Alondra Robles
Dallas, TX

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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