David
Elwood

Steward Partners Investment Advisory, LLC

CRD#2443931
Investment Advisor
in New York, NY
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About this Advisor

David Elwood is a certified financial planner in New York, New York. Currently a registered financial advisor at Steward Partners Investment Advisory, LLC, Elwood has 20 years of professional experience. Elwood holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Elwood is able to work with investors in New Jersey and Texas. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Steward Partners Investment Advisory, LLC, Citigroup Global Markets Inc, Wachovia Securities LLC, Wells Fargo Advisors LLC, Raymond James Financial Services, Inc and Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is based out of New York, New York, and has 17 brick-and-mortar locations in the nation. As a company, Steward Partners Investment Advisory, LLC oversees $5 billion in assets throughout 12,434 accounts and retains more than 137 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 10,302 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 30% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Steward Partners Investment Advisory, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

Disclosures

Yes

Office Location

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

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$5,196,562,420

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

199

NY Average: 88
Total Number of Accounts

13,391

NY Average: 3,892
Average Account Size

$388,064

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

David Elwood Work History

David has 20 years of experience.

2018 - Present (1 years)

Steward Partners Investment Advisory, LLC

2018 - Present (1 years)

Raymond James Financial Services,Inc

2018 - Present (1 years)

Steward Partners Global Advisory, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (0 years)

Wachovia Securities LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

1998 - 2009 (11 years)

Citigroup Global Markets Inc

Disclosures

David Elwood has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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