Andurea
Alexander

Steward Partners Investment Advisory, LLC

CRD#4322618
Investment Advisor
in New York, NY

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About this Advisor

Andurea Alexander is a financial advisor who works out of New York, New York with 4 years of relevant experience. Alexander is currently employed by Steward Partners Investment Advisory, LLC. During their career, the advisor has held roles at First Southwest Company, Balance Staffing, Brown Ruth Advisors/Maplewood Inv, Brown Ruth Advisors/Commonwealth Fin, Raymond James Financial Services, Inc, Red Oak Isd, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Alexander maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Texas. Steward Partners Investment Advisory, LLC is a firm based out of New York, NY. The investment advisory business has offices in 45 locations and a total of 363 financial advisors. It controls $12 billion in assets under management across its 27,637 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 45 charities and foundations. Of its 27,637 customer accounts, 55% are held by high-net-worth individuals who have greater than $1 million in investable assets. Steward Partners Investment Advisory, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Steward Partners Investment Advisory, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Andurea Alexander Work History

Andurea has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2019 - Present (5 years)

Steward Partners Global Advisory, LLC

2019 - Present (5 years)

Steward Partners Investment Advisory, LLC

2019 - 2022 (3 years)

Raymond James Financial Services, Inc

2018 - 2019 (1 year)

Red Oak Isd

2018 - 2018 (< 1 year)

Red Oak Isd

2016 - 2018 (2 years)

Brown Ruth Advisors/Commonwealth Fin

2015 - 2015 (< 1 year)

Balance Staffing

2015 - 2016 (1 year)

Brown Ruth Advisors/Maplewood Inv

2010 - 2015 (5 years)

First Southwest Company

*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 Andurea Alexander 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

Wistar Holt
Saint Louis, MO
Alice Winters
New York, NY
James Gold
Washington, DC
Dino Johnson
Albany, NY
Anthony Cervio
Clearwater, FL
Robert Ibrahim
Somerville, NJ
Amanda Sachs
New York, NY
Lorraine Dickman
Paramus, NJ

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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