Ritu
Bhayana

Steward Partners Investment Advisory, LLC

CRD#3233953
Investment Advisor
in Ramsey, NJ

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About this Advisor

Ritu Bhayana is a financial advisor based in Ramsey, New Jersey, working with Steward Partners Investment Advisory, LLC. Ritu has previously held positions at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Investment Solutions, LLC. Ritu has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Ritu 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 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

500 N Franklin Tpke 3Rd Fl 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

Ritu Bhayana Work History

2023 - Present (1 year)

Steward Partners Global Advisory, LLC

2023 - Present (1 year)

Steward Partners Investment Advisory, LLC

2023 - Present (1 year)

Steward Partners Investment Solutions, LLC

2016 - 2023 (7 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2002 - 2023 (21 years)

Wachovia Bank, N.A

2000 - 2023 (23 years)

Wachovia Bank, N.A

Disclosures

Please visit the SEC profile of Ritu Bhayana 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

Douglas Whitmore
Mobile, AL
Erik Mathieson
New York, NY
Christopher Nuhn
New York, NY
Patrick Connolly
New York, NY
Michael Hoff
Baltimore, MD
Larry Altman
Virginia Beach, VA
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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