Alondra
Robles

Steward Partners Investment Advisory, LLC

CRD#5361229
Investment Advisor
in Dallas, TX

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About this Advisor

Alondra Robles is a financial advisor based in Dallas, Texas, working with Steward Partners Investment Advisory, LLC. Alondra has previously held positions at Usca Securities, Usca Ria LLC, Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, Merrill Lynch, Pierce, Fenner & Smith Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Alondra has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Alondra is part of Steward Partners Investment Advisory, LLC, which operates out of Dallas, Texas. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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

Series 66

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

1920 Mckinney Avenue Suite 1150
Dallas, TX 75201

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

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

499

TX Average: 88
Total Number of Accounts

30,287

TX Average: 3,892
Average Account Size

$508,088

TX 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

Alondra Robles Work History

2023 - Present (2 years)

Steward Partners Global Advisory, LLC

2023 - Present (2 years)

Steward Partners Investment Solutions, LLC

2023 - Present (2 years)

Steward Partners Investment Advisory, LLC

2017 - 2023 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Jpmorgan Securities LLC

2015 - 2016 (1 year)

Jpmorgan Chase Bank Na

2014 - 2015 (1 year)

Usca Securities

2014 - 2015 (1 year)

Usca Ria LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alondra Robles 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

Maria Licini
Rochelle Park, NJ
Mariah Pelletier
New York, NY
Laureen Lynn
New York, NY
Scott Salvail
New York, NY
Ryan Gravina
Keene, NH
Eric Sweeney
Boston, MA
Derrick Labranche
New York, NY
Larry Altman
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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