Charles
Devoe
Steward Partners Investment Advisory, LLC
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About this Advisor
Charles Devoe is a financial advisor based in New York, New York, working with Steward Partners Investment Advisory, LLC. Charles has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Zoho Corporation, Massmutual, National Life Group, Bank Of America, N.A, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Investment Solutions, LLC. Charles has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Charles is part of Steward Partners Investment Advisory, LLC, which operates out of New York, New York. 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
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Charles Devoe Work History
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
National Life Group
Bank Of America, N.A
Massmutual
Zoho Corporation
Disclosures
Please visit the SEC profile of Charles Devoe 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
New York, NY
New York, NY
Dallas, TX
New York, NY
Mobile, AL
Manchester, NH
Nolensville, TN
Clearwater, FL
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