Zachary
Calder
Steward Partners Investment Advisory, LLC
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About this Advisor
Zachary Calder is a financial advisor based in New York, New York, working with Steward Partners Investment Advisory, LLC. Zachary has previously held positions at Wells Fargo Advisors Financial Network, LLC, Captioncall, Lumberjack Tracks, LLC, Salt Lake Community College, Chick-Fil-A, Mountain Valley Medical Equipment, Grifols Biomat Usa, Twigs Bistro And Martini Bar, Brigham Young University, Harmons, Steward Partners Investment Solutions, LLC, Ensign Wealth Partners, LLC, and Steward Partners Investment Advisory, LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Zachary is part of Steward Partners Investment Advisory, LLC, which operates out of New York, New York. The firm has 111 offices and 591 employees. Steward Partners Investment Advisory, LLC manages assets totaling $24.8 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including 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
$24,754,104,885
591
54,866
$451,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Zachary Calder Work History
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Ensign Wealth Partners, LLC
Wells Fargo Advisors Financial Network, LLC
Captioncall
Lumberjack Tracks, LLC
Salt Lake Community College
Chick-Fil-A
Mountain Valley Medical Equipment
Grifols Biomat Usa
Twigs Bistro And Martini Bar
Brigham Young University
Harmons
Disclosures
Please visit the SEC profile of Zachary Calder 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
Mequon, WI
New York, NY
Marietta, GA
New York, NY
Nashville, TN
New York, NY
Chesapeake, VA
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