Derrick
Labranche

Steward Partners Investment Advisory, LLC

CRD#7037853
Investment Advisor
in New York, NY

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About this Advisor

Derrick Labranche is a financial advisor based in New York, New York, working with Steward Partners Investment Advisory, LLC. Derrick has previously held positions at Eaton Vance Management, Eaton Vance Distributors, Inc, Allstate Financial: Joe Suozzo's Agency, Tri State Curb, J&J Landscaping, University Landscaping, Saint Anselm College, Columbia Management Investment Distributors, Inc, Columbia Management Investment Advisors, LLC, Steward Partners Global Advisory LLC, Steward Partners Investment Solutions LLC, and Steward Partners Investment Advisors LLC. Derrick has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Derrick 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

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

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

$15,388,456,057

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

499

NY Average: 88
Total Number of Accounts

30,287

NY Average: 3,892
Average Account Size

$508,088

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

Derrick Labranche Work History

2022 - Present (2 years)

Steward Partners Global Advisory LLC

2022 - Present (2 years)

Steward Partners Investment Solutions LLC

2022 - Present (2 years)

Steward Partners Investment Advisors LLC

2020 - 2022 (2 years)

Columbia Management Investment Distributors, Inc

2020 - 2022 (2 years)

Columbia Management Investment Advisors, LLC

2019 - 2020 (1 year)

Eaton Vance Management

2019 - 2020 (1 year)

Eaton Vance Distributors, Inc

2018 - 2018 (< 1 year)

Tri State Curb

2018 - 2018 (< 1 year)

Saint Anselm College

2017 - 2017 (< 1 year)

Allstate Financial: Joe Suozzo'S Agency

2017 - 2017 (< 1 year)

J&J Landscaping

2015 - 2015 (< 1 year)

University Landscaping

2015 - 2017 (2 years)

Saint Anselm College

2014 - 2015 (1 year)

Saint Anselm College

Disclosures

Please visit the SEC profile of Derrick Labranche 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
Michelle Lauder
Manchester, NH
Erika Luczynski
New York, NY
Patrick Connolly
New York, NY
Christina Elam
Clearwater, FL
Rodger Friedman
Clearwater, FL
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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