Sherry
Birnbaum

Steward Partners Investment Advisory, LLC

CRD#861677
Investment Advisor
in New York, NY
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About this Advisor

Sherry Birnbaum is a certified financial planner who is based in New York, New York. Currently a registered investment advisor at Steward Partners Investment Advisory, LLC, they have gathered 15 years of professional experience in the financial advisory industry. Birnbaum has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Birnbaum can operate in New Jersey and Texas. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Real Estate Rental, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is based out of New York, New York, and has 17 additional offices throughout the United States. As an advisor firm, Steward Partners Investment Advisory, LLC oversees $5 billion in assets throughout 12,434 client accounts and retains more than 137 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 10,302 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 30% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Steward Partners Investment Advisory, LLC can provide 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 63, Series 65, 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

Sherry Birnbaum Work History

Sherry has 15 years of experience.

2018 - Present (1 years)

Real Estate Rental

2018 - Present (1 years)

Raymond James Financial Services, Inc

2018 - Present (1 years)

Steward Partners Global Advisory, LLC

2018 - Present (1 years)

Steward Partners Investment Advisory, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Sherry Birnbaum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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