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 working out of New York, New York. Labranche is currently employed by Steward Partners Investment Advisory, LLC. Over the course of their career, Labranche has held roles at Eaton Vance Management, Eaton Vance Distributors, Inc, Allstate Financial: Joe Suozzo'S Agency, Tri State Curb, J&J Landscaping, University Landscaping, The Common Man, 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. Labranche maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Texas. Steward Partners Investment Advisory, LLC is a business headquartered in New York, NY. The company has offices in 45 locations and a total of 363 advisors. It has $12 billion in assets across its 27,637 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 customer accounts, 55% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a number of services, including 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 the financial services. However, fee types billed by Steward Partners Investment Advisory, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

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

Derrick Labranche Work History

Derrick has been registered as a financial advisor for 0 years.*

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

2012 - 2014 (2 years)

The Common Man

*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 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

Amanda Sachs
New York, NY
Alice Winters
New York, NY
Robert Slatkin
New York, NY
Anthony Cervio
Clearwater, FL
Michael Heath
Clearwater, FL
James Nylund
Portland, ME
James Gold
Washington, DC
Matthew Kerns
New York, 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.

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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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