Matthew
Marino-Babcock

Steward Partners Investment Advisory, LLC

CRD#7385903
Investment Advisor
in New York, NY

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About this Advisor

Matthew Marino-Babcock is a financial advisor based in New York, New York, working with Steward Partners Investment Advisory, LLC. Matthew has previously held positions at Steward Partners Global Advisory, Harbour Capital Corporation, Coca Cola Bottling Company Of Northern New England, Newburyport Harbormaster, USA Hockey, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire, New York, and Texas. Currently, Matthew 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

Matthew Marino-Babcock Work History

2022 - Present (3 years)

Steward Partners Investment Advisory, LLC

2021 - Present (4 years)

Steward Partners Global Advisory

2021 - Present (4 years)

Steward Partners Investment Solutions, LLC

2019 - 2021 (2 years)

Harbour Capital Corporation

2018 - 2019 (1 year)

Coca Cola Bottling Company Of Northern New England

2017 - 2017 (< 1 year)

Newburyport Harbormaster

2015 - 2017 (2 years)

Usa Hockey

2012 - 2022 (10 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Marino-Babcock 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

Gregory Banasz
Washington, DC
Scott Salvail
New York, NY
Larry Altman
Virginia Beach, VA
Erik Mathieson
New York, NY
Briana Iannaccone
New York, NY
Laureen Lynn
New York, NY
Rodger Friedman
Clearwater, FL
Robert Slatkin
New York, NY

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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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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