Amanda
Crawley

Steward Partners Investment Advisory, LLC

CRD#6718561
Investment Advisor
in Midlothian, VA

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About this Advisor

Amanda Crawley is a financial advisor based in Midlothian, Virginia, working with Steward Partners Investment Advisory, LLC. Amanda has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Follett Higher Education Group, Barnes And Noble College, Raymond James Financial Service, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, and Steward Partners Investment Solutions, LLC. Amanda has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Amanda is part of Steward Partners Investment Advisory, LLC, which operates out of Midlothian, Virginia. 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, CERTIFIED FINANCIAL PLANNER™

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

1 Park West Circle Suite 310-J
Midlothian, VA 23114

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

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

499

VA Average: 88
Total Number of Accounts

30,287

VA Average: 3,892
Average Account Size

$508,088

VA 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

Amanda Crawley Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2018 - Present (6 years)

Steward Partners Investment Advisory, LLC

2018 - Present (6 years)

Steward Partners Global Advisory, LLC

2018 - 2022 (4 years)

Raymond James Financial Service,Inc

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2016 (2 years)

Follett Higher Education Group

2009 - 2014 (5 years)

Barnes And Noble College

Disclosures

Please visit the SEC profile of Amanda Crawley 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

Christina Elam
Clearwater, FL
Michael Hoff
Baltimore, MD
Patrick Connolly
New York, NY
Wayne Mccormick
Manchester, NH
Samuel Smith
Nolensville, TN
Rodger Friedman
Clearwater, FL
Alondra Robles
Dallas, TX
Donald Brusca
Andover, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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