Osvaldo
Brito
Steward Partners Investment Advisory, LLC
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About this Advisor
Osvaldo Brito is a financial advisor who works in New York, New York with a total of 2 years of relevant experience. Brito works at Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Brito maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Steward Partners Investment Advisory, LLC is an advisory company based in New York, NY. It has offices in 45 locations and a total of 363 people on staff. It oversees $12 billion in assets across its 27,637 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 45 charitable organizations. Of its 27,637 customer accounts, 55% belong to high-net-worth investors who have greater than $1 million in assets. Steward Partners Investment Advisory, LLC provides 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. Financial advisory fee schedules typically are based on the type of financial services offered. Fee types charged by Steward Partners Investment Advisory, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Osvaldo Brito Work History
Osvaldo has been registered as a financial advisor for 2 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Osvaldo Brito 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
Boston, MA
New York, NY
Clearwater, FL
Clearwater, FL
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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