Linda
Rozycki

Steward Partners Investment Advisory, LLC

CRD#5774116
Investment Advisor
in New York, NY

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About this Advisor

Linda Rozycki is an advisor in New York, New York. Currently an advisor with Steward Partners Investment Advisory, LLC, Rozycki has 10 years of practice in the financial advisory industry. Rozycki holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Rozycki can operate based out of New Jersey and Texas. During their career, Rozycki has held roles at Morgan Stanley, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory and Steward Partners Global Advisory LLC. Steward Partners Investment Advisory, LLC is headquartered in New York, New York, and operates out of 25 other locations in the nation. Overall, Steward Partners Investment Advisory, LLC manages $7 billion in assets covering 16,315 client accounts and employs more than 224 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 14,299 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 62% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Steward Partners Investment Advisory, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

No

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

$7,347,561,277

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

224

NY Average: 88
Total Number of Accounts

16,315

NY Average: 3,892
Average Account Size

$450,356

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

Linda Rozycki Work History

Linda has 10 years of experience.

2019 - Present (2 years)

Steward Partners Global Advisory

2018 - Present (3 years)

Raymond James Financial Services, Inc

2018 - Present (3 years)

Steward Partners Investment Advisory, LLC

2018 - Present (3 years)

Steward Partners Global Advisory LLC

2010 - 2018 (8 years)

Morgan Stanley

Disclosures

Linda Rozycki has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Thomas Arcidiacono
New York, NY
Conor Wolchesky
Bethesda, MD
James Nylund
Portland, ME
Austin Hunt
Clearwater, FL
Nathan Kudla
Manchester, NH
Robert Baker
New York, NY
Paul Sarama
New York, NY
Anita Humphrey
Clearwater, FL

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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