Larrie
Hoover

Steward Partners Investment Advisory, LLC

CRD#2802218
Investment Advisor
in New York, NY
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About this Advisor

Larrie Hoover is a financial advisor in New York, New York. Currently an advisor with Steward Partners Investment Advisory, LLC, they have gathered 10 years of work experience in the financial advisory industry. Hoover maintains a Series 63 license, which certifies them as a securities broker. Hoover can act as a financial advisor in Florida. Their career trajectory has included roles at Steward Partners Advisory, Ubs Financial Services Inc, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is headquartered in New York, New York, and operates out of 17 locations throughout the country. As an advisory firm, Steward Partners Investment Advisory, LLC manages $5 billion in assets throughout 12,434 accounts and employs more than 137 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 10,302 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 30% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. 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

Years of Experience

10 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

Larrie Hoover Work History

Larrie has 10 years of experience.

2018 - Present (1 years)

Steward Partners Advisory

2018 - Present (1 years)

Raymond James Financial Services, Inc

2018 - Present (1 years)

Steward Partners Investment Advisory, LLC

2018 - Present (1 years)

Steward Partners Global Advisory, LLC

2008 - 2018 (10 years)

Ubs Financial Services Inc

Disclosures

Larrie Hoover has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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