Scott
Salvail

Steward Partners Investment Advisory, LLC

CRD#6086624
Investment Advisor
in New York, NY

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About this Advisor

Scott Salvail is a financial advisor based in New York, New York, working with Steward Partners Investment Advisory, LLC. Scott has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Steward Partners Global Advisory LLC, Steward Partners Investment Advisory LLC, Raymond James Financial Services, Inc, and Steward Partners Investment Solutions, LLC. Scott has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Scott 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

Scott Salvail Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2021 - Present (3 years)

Steward Partners Global Advisory LLC

2021 - Present (3 years)

Steward Partners Investment Advisory LLC

2021 - 2022 (1 year)

Raymond James Financial Services, Inc

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2014 - 2021 (7 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Scott Salvail 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

Jeffrey Gonyo
Clearwater, FL
Michael Wu
Land O Lakes, FL
Larry Altman
Virginia Beach, VA
Erik Mathieson
New York, NY
Anthony Piglowski
Suffolk, VA
Rodger Friedman
Clearwater, FL
Derrick Labranche
New York, NY
Donald Brusca
Andover, MA

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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