Steward Partners Investment Advisory, LLC
About this Advisor
William Gold is a financial advisor who works out of New York, New York, who has been in the industry for 10 years. Gold currently works for Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Ubs Financial Services Inc, Steward Partners Global Advisory, LLC, Raymond James Financial Services, Inc and Steward Partners Investment Advisory. Gold has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina, South Carolina and Texas. Steward Partners Investment Advisory, LLC is a company that has its headquarters in New York, New York. It has offices in 25 locations and a total of 224 financial advisors. It controls $7 billion in assets under management across its 16,315 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 25 charitable organizations. Of its 16,315 accounts, 62% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm has 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 management fees typically vary depending on the services provided. However, fees charged by Steward Partners Investment Advisory, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Steward Partners Investment Advisory, LLC Brokerage Details
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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
William Gold Work History
William has 10 years of experience.
Steward Partners Global Advisory, LLC
Raymond James Financial Services, Inc
Steward Partners Investment Advisory
Ubs Financial Services Inc
William Gold has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Steward Partners Investment Advisory, LLC
New York, NY
New York, NY
New York, NY
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.