Rick
Fuchs
Steward Partners Investment Advisory, LLC
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About this Advisor
Rick Fuchs is a financial advisor operating in Austin, Texas with 3 years of industry experience. Fuchs currently works for Steward Partners Investment Advisory, LLC. During their career, the advisor has held roles at Bank Of America, N.A, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services. Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Adviosry, LLC and Steward Partners Investment Solutions, LLC. Fuchs maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Steward Partners Investment Advisory, LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 45 locations and a total of 363 people on staff. It administers $12 billion in total assets between its 27,637 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 27,637 accounts, 55% are held by high-net-worth investors who have greater than $1 million in assets. Steward Partners Investment Advisory, LLC has a wide assortment 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. However, fee types charged by Steward Partners Investment Advisory, LLC most likely are comprised of some blend 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
Rick Fuchs Work History
Rick has been registered as a financial advisor for 3 years.*
Steward Partners Investment Solutions, LLC
Raymond James Financial Services. Inc
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Adviosry, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Bank Of America, N.A
*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 Rick Fuchs 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
Clearwater, FL
Clearwater, FL
Albany, NY
Paramus, NJ
New York, NY
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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