Russell
Meccia

Steward Partners Investment Advisory, LLC

CRD#7002037
Investment Advisor
in Ramsey, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Russell Meccia is a financial advisor based out of Ramsey, New Jersey with a total of 1 year of industry experience. Meccia is an employee of Steward Partners Investment Advisory, LLC. During their career, Meccia has held roles at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Hair Club For Men, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Ramapo Wealth Advisors Affiliated With Steward Partners and Steward Partners Investment Solutions, LLC. Meccia maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Steward Partners Investment Advisory, LLC is an advisory company that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 people on staff. It manages $12 billion in assets under management between its 27,637 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 27,637 accounts, 55% are associated with high-net-worth individuals who have at least $1 million in assets. Steward Partners Investment Advisory, LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely are based on which service is provided. However, fees charged by Steward Partners Investment Advisory, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

Russell Meccia Work History

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

2022 - Present (2 years)

Raymond James Financial Services, Inc

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 Affiliated With Steward Partners

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2018 - 2022 (4 years)

Wells Fargo Clearing Services, LLC

2013 - 2022 (9 years)

Wells Fargo Bank, Na

2011 - 2013 (2 years)

Hair Club For Men

*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 Russell Meccia 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

Peter Shanahan
New York, NY
Jeffery Carson
Boston, MA
Lorraine Dickman
Paramus, NJ
Jean Delgado
New York, NY
Anthony Cervio
Clearwater, FL
Robert Slatkin
New York, NY
Alice Winters
New York, NY
Dino Johnson
Albany, NY

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