Michael
Mcnamee

Steward Partners Investment Advisory, LLC

CRD#5994580
Investment Advisor
in New York, NY
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About this Advisor

Michael Mcnamee is a certified financial planner based out of New York, New York, with 15 years of experience as a financial advisor. Mcnamee is on the advisory team at Steward Partners Investment Advisory, LLC. Throughout their career, they have worked at Morgan Stanley, The Camuto Group, Morgan Stanley Smith Barney, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC and Ubs. Mcnamee has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Steward Partners Investment Advisory, LLC is a financial advisory business that has its headquarters in New York, New York. The firm has offices in 17 locations and a total of 137 financial advisors. It oversees $5 billion in total assets between its 12,434 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 17 charities and foundations. Of its 12,434 accounts, 30% belong to high-net-worth investors who have at least $1 million in investable assets. Steward Partners Investment Advisory, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice usually vary depending on which service is offered. However, fees billed by Steward Partners Investment Advisory, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

$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

Michael Mcnamee Work History

Michael has 15 years of experience.

2017 - Present (2 years)

Raymond James Financial Services, Inc

2017 - Present (2 years)

Steward Partners Investment Advisory, LLC

2017 - Present (2 years)

Steward Partners Global Advisory, LLC

2017 - 2017 (0 years)

Ubs

2013 - 2017 (4 years)

Morgan Stanley

2013 - 2013 (0 years)

The Camuto Group

2011 - 2011 (0 years)

Morgan Stanley Smith Barney

Disclosures

Michael Mcnamee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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