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 a financial advisor based out of New York, New York who has 2 years of industry experience. Arcidiacono currently works for Steward Partners Investment Advisory, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, The Ayco Company, L.P./Mercer Allied, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Steward Partners Global Advisory and Steward Partners Investment Solutions, LLC. Arcidiacono holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in New York and Texas. Steward Partners Investment Advisory, LLC is an advisory business that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 financial advisors. It oversees $12 billion in total assets across its 27,637 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 45 charities and foundations. Of its 27,637 client accounts, 55% belong to high-net-worth investors who have more than $1 million in assets. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees largely vary depending on the type of financial services. However, fee types billed by Steward Partners Investment Advisory, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

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

$12,168,947,752

NY Average: $7,464,549,021
Total Number of Employees

363

NY Average: 88
Total Number of Accounts

27,637

NY Average: 3,892
Average Account Size

$440,314

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

Thomas Arcidiacono Work History

Thomas has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2019 - Present (5 years)

Raymond James Financial Services, Inc

2019 - Present (5 years)

Steward Partners Investment Advisory, LLC

2019 - Present (5 years)

Steward Partners Global Advisory, LLC

2019 - Present (5 years)

Steward Partners Global Advisory

2015 - 2019 (4 years)

The Ayco Company, L.P./Mercer Allied

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Arcidiacono 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

Russell Woodward
New York, NY
Kaitlyn Ramsay
Manchester, NH
Lorraine Dickman
Paramus, NJ
Robert Ibrahim
Somerville, NJ
Amanda Sachs
New York, NY
Michael Heath
Clearwater, FL
Alice Winters
New York, NY
Wistar Holt
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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