Thomas
Arcidiacono

Steward Partners Investment Advisory, LLC

CRD#5186724
Investment Advisor
in New York, NY

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About this Advisor

Thomas Arcidiacono is an investment advisor in New York, New York. Currently a registered investment advisor with Steward Partners Investment Advisory, LLC, Arcidiacono has 10 years of professional experience. Arcidiacono has Series 63 and Series 66 licenses, designating them as a securities broker. Arcidiacono can serve investors based out of Texas. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Capital Plumbing, The Ayco Company, L.P./Mercer Allied, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is based out of New York, New York, and operates out of 25 locations in the nation. In aggregate, Steward Partners Investment Advisory, LLC oversees $7 billion in assets dispersed across 16,315 accounts and retains more than 224 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 14,299 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Steward Partners Investment Advisory, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

Thomas Arcidiacono Work History

Thomas has 10 years of experience.

2019 - Present (2 years)

Raymond James Financial Services, Inc

2019 - Present (2 years)

Steward Partners Investment Advisory, LLC

2019 - Present (2 years)

Steward Partners Global Advisory, LLC

2019 - Present (2 years)

Steward Partners Global Advisory

2015 - 2019 (4 years)

The Ayco Company, L.P./Mercer Allied

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

2010 - 2011 (1 year)

Capital Plumbing

Disclosures

Thomas Arcidiacono has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Kaitlyn Ramsay
Manchester, NH
Anita Humphrey
Clearwater, FL
Robert Baker
New York, NY
Thomas Arcidiacono
New York, NY
Linda Rozycki
New York, NY
William Gold
New York, NY
James Nylund
Portland, ME
Edmund Iannaccone
Paramus, NJ

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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