Paul
Sarama

Steward Partners Investment Advisory, LLC

CRD#5390706
Investment Advisor
in New York, NY

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About this Advisor

Paul Sarama is a financial advisor based in New York, New York. Currently an investment advisor with Steward Partners Investment Advisory, LLC, Sarama has 10 years of practice as a registered investment advisor. Sarama has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Sarama is able to advise investors in New Jersey and Texas. Over the course of their career, they have held 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 Global Advisory. Steward Partners Investment Advisory, LLC is based out of New York, New York, and has 25 additional brick-and-mortar locations in the United States. In aggregate, Steward Partners Investment Advisory, LLC manages $7 billion in assets dispersed across 16,315 client accounts and retains more than 224 people. The amount of assets the firm manages makes it one of the largest financial 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 greater than $1 million in assets. Steward Partners Investment Advisory, LLC offers 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

Paul Sarama Work History

Paul has 10 years of experience.

2018 - Present (3 years)

Steward Partners Global Advisory

2017 - Present (4 years)

Raymond James Financial Services, Inc

2017 - Present (4 years)

Steward Partners Global Advisory, LLC

2017 - Present (4 years)

Steward Partners Investment Advisory, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

Disclosures

Paul Sarama has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Wayne Mccormick
Manchester, NH
Robert Baker
New York, NY
Kaitlyn Ramsay
Manchester, NH
Sharon Harkinson
Portsmouth, NH
Ross Hamilton
Bethesda, MD
Thomas Arcidiacono
New York, NY
Jeremy Raffer
New York, NY
Andrew Githmark
Manchester, NH

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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