Graham
Heck

Steward Partners Investment Advisory, LLC

CRD#5433458
Investment Advisor
in New York, NY

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About this Advisor

Graham Heck is a financial advisor who works in New York, New York, with 3 years of industry experience. Heck currently works for Steward Partners Investment Advisory, LLC. During their career, Heck has held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Praetorian Wealth Management Of Steward Partners and Steward Partners Investment Solutions, LLC. Heck maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Steward Partners Investment Advisory, LLC is an advisory 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 oversees $12 billion in assets across its 27,637 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 27,637 accounts, 55% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a broad set 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 largely vary depending on the type of services offered. Fees billed by Steward Partners Investment Advisory, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Graham Heck Work History

Graham has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2020 - Present (4 years)

Steward Partners Global Advisory, LLC

2020 - Present (4 years)

Steward Partners Investment Advisory, LLC

2020 - Present (4 years)

Praetorian Wealth Management Of Steward Partners

2020 - 2022 (2 years)

Raymond James Financial Services, Inc

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

*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 Graham Heck 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

Robert Ibrahim
Somerville, NJ
Russell Woodward
New York, NY
Dino Johnson
Albany, NY
Peter Shanahan
New York, NY
Anthony Cervio
Clearwater, FL
James Nylund
Portland, ME
Alice Winters
New York, NY
Wistar Holt
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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