Stephanie
Roberts
Steward Partners Investment Advisory, LLC
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About this Advisor
Stephanie Roberts is a financial advisor based in Albany, New York, working with Steward Partners Investment Advisory, LLC. Stephanie has previously held positions at Raymond James Financial Services, Steward Partners Global Advisory, Steward Partners Investment Advisory LLC, and Steward Partners Investment Solutions, LLC. Stephanie has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Stephanie is part of Steward Partners Investment Advisory, LLC, which operates out of Albany, 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
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Stephanie Roberts Work History
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory
Steward Partners Investment Advisory LLC
Raymond James Financial Services
Disclosures
Please visit the SEC profile of Stephanie Roberts 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
New York, NY
Dallas, TX
New York, NY
New York, NY
New York, NY
Land O Lakes, FL
Nolensville, TN
Dallas, TX
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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