Michael
Germano

Steward Partners Investment Advisory, LLC

CRD#4660076
Investment Advisor
in New York, NY
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About this Advisor

Michael Germano is a chartered financial consultant who works out of New York, New York, who has 12 years of professional experience. Germano is on the advisory team at Steward Partners Investment Advisory, LLC. Throughout their career, Germano has worked at Steward Partners Investment Advisory LLC, Citigroup Global Mkt/Cpwm, Raymond James Financial Services, Inc and Steward Partners Global Advisory LLC. Germano holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Steward Partners Investment Advisory, LLC is a firm operating in New York, New York. The company has offices in 17 locations and a total of 137 advisors. It handles $5 billion in assets among its 12,434 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 17 charities and foundations. Of its 12,434 client accounts, 30% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees usually vary depending on the type of services offered. However, fees billed by Steward Partners Investment Advisory, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

12 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

$5,250,264,922

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

137

NY Average: 88
Total Number of Accounts

12,434

NY Average: 3,892
Average Account Size

$422,251

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

Michael Germano Work History

Michael has 12 years of experience.

2017 - Present (2 years)

Steward Partners Investment Advisory LLC

2017 - Present (2 years)

Raymond James Financial Services, Inc

2017 - Present (2 years)

Steward Partners Global Advisory LLC

2006 - 2017 (11 years)

Citigroup Global Mkt/Cpwm

Disclosures

Michael Germano has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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