Peter
Gordinier

Steward Partners Investment Advisory, LLC

CRD#2709864
Investment Advisor
in Ramsey, NJ

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About this Advisor

Peter Gordinier is a financial advisor based in Ramsey, New Jersey, working with Steward Partners Investment Advisory, LLC. Peter has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, Ramapo Wealth Advisors, Raymond James Financial Services, Inc, and Steward Partners Global Advisory, LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and New Jersey. Currently, Peter 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 63, Series 65

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 Turnpike 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

Peter Gordinier Work History

2022 - Present (2 years)

Steward Partners Investment Advisory, LLC

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2022 - Present (2 years)

Ramapo Wealth Advisors

2022 - Present (2 years)

Steward Partners Global Advisory, LLC

2022 - 2022 (< 1 year)

Raymond James Financial Services, Inc

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Peter Gordinier 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

Christopher Nuhn
New York, NY
Michael Hoff
Baltimore, MD
Erika Luczynski
New York, NY
Samuel Smith
Nolensville, TN
Patrick Connolly
New York, NY
Rodger Friedman
Clearwater, FL
Alondra Robles
Dallas, TX
Donald Brusca
Andover, MA

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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