Anthony
Mandile

Steward Partners Investment Advisory, LLC

CRD#5769550
Investment Advisor
in New York, NY

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About this Advisor

Anthony Mandile is a financial advisor based out of New York, New York who has 2 years of industry experience. Mandile is an advisor for Steward Partners Investment Advisory, LLC. Over the course of their career, Mandile has held roles at Fic, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Steward Partners Global Advisory, Steward Partners Investment Advisory LLC and Steward Partners Investment Solutions, LLC. Mandile maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey, New York and Texas. Steward Partners Investment Advisory, LLC is a registered investment company operating out of New York, NY. It has offices in 45 locations and a total of 363 advisors. It oversees $12 billion in total assets between its 27,637 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 27,637 client accounts, 55% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a broad assortment 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 largely depend on which services are provided. Fee types charged by Steward Partners Investment Advisory, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

140 E. 45Th Street 36Th Floor
New York, NY 10017

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

NY Average: 88
Total Number of Accounts

27,637

NY Average: 3,892
Average Account Size

$440,314

NY 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

Anthony Mandile Work History

Anthony has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Steward Partners Global Advisory

2016 - Present (8 years)

Steward Partners Investment Advisory LLC

2016 - 2022 (6 years)

Raymond James Financial Services, Inc

2016 - 2022 (6 years)

Raymond James Financial Services Advisors Inc

2010 - 2016 (6 years)

Fic

*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 Anthony Mandile 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 Ibrahim
Somerville, NJ
Jeffery Carson
Boston, MA
James Nylund
Portland, ME
Lorraine Dickman
Paramus, NJ
Peter Shanahan
New York, NY
Russell Woodward
New York, NY
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.

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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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