William
Gold

Steward Partners Investment Advisory, LLC

CRD#2652068
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

William Gold Work History

William has 10 years of experience.

2019 - Present (2 years)

Steward Partners Global Advisory, LLC

2019 - Present (2 years)

Raymond James Financial Services, Inc

2019 - Present (2 years)

Steward Partners Investment Advisory

2010 - 2019 (9 years)

Ubs Financial Services Inc

Disclosures

William Gold has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Thomas Arcidiacono
New York, NY
Conor Wolchesky
Bethesda, MD
James Nylund
Portland, ME
Austin Hunt
Clearwater, FL
Nathan Kudla
Manchester, NH
Robert Baker
New York, NY
Paul Sarama
New York, NY
Anita Humphrey
Clearwater, FL

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started