Peter
Gordinier

Steward Partners Investment Advisory, LLC

CRD#2709864
Investment Advisor
in Ramsey, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Gordinier is a financial advisor operating out of Ramsey, New Jersey with a total of 1 year of relevant experience. Gordinier currently works for Steward Partners Investment Advisory, LLC. During their career, Gordinier has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Ramapo Wealth Advisors, Steward Partners Investment Solutions, LLC and Raymond James Financial Services, Inc. Gordinier maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana and New Jersey. Steward Partners Investment Advisory, LLC is a business that has its headquarters in New York, NY. The company has offices in 45 locations and a total of 363 employees. It administers $12 billion in assets across its 27,637 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 client accounts, 55% belong to high-net-worth individuals who have more than $1 million in assets. Steward Partners Investment Advisory, LLC performs 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 vary depending on which services the firm provides the client. However, fee types charged by Steward Partners Investment Advisory, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

NJ Average: 88
Total Number of Accounts

27,637

NJ Average: 3,892
Average Account Size

$440,314

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

Peter has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Steward Partners Global Advisory, LLC

2022 - Present (2 years)

Steward Partners Investment Advisory, LLC

2022 - Present (2 years)

Ramapo Wealth Advisors

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2022 - Present (2 years)

Raymond James Financial Services, Inc

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

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 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

Robert Slatkin
New York, NY
Amanda Sachs
New York, NY
Jean Delgado
New York, NY
Anthony Cervio
Clearwater, FL
James Nylund
Portland, ME
Lorraine Dickman
Paramus, NJ
Alice Winters
New York, NY
Wistar Holt
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started