Edith
David
Steward Partners Investment Advisory, LLC
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About this Advisor
Edith David is a financial advisor based out of New York, New York who has 1 year of relevant experience. David works at Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Prospera Financial Services, Inc, J.P. Morgan Securities LLC, Apex Clearing, Lincoln Financial Advisors, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, 1St Global Capital Corp and Wiliams Financial Group. David holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Texas. Steward Partners Investment Advisory, LLC is a registered investment business that has its headquarters in New York, NY. The company has offices in 45 locations and a total of 363 people on staff. It controls $12 billion in total assets among its 27,637 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 accounts, 55% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management are based on the type of financial services offered. Fee types billed by Steward Partners Investment Advisory, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Edith David Work History
Edith has been registered as a financial advisor for 1 years.*
Raymond James Financial Services, Inc
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
J.P. Morgan Securities LLC
Prospera Financial Services, Inc
Apex Clearing
1St Global Capital Corp
Wiliams Financial Group
Lincoln Financial Advisors
*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 Edith David 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
New York, NY
Portland, ME
Clearwater, FL
Albany, NY
Washington, DC
New York, NY
Saint Louis, MO
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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