Dawn
Thompson-Mayfield

Steward Partners Investment Advisory, LLC

CRD#2372108
Investment Advisor
in Chesapeake, VA

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About this Advisor

Dawn Thompson-Mayfield is a financial advisor based in Chesapeake, Virginia, working with Steward Partners Investment Advisory, LLC. Dawn has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisory, Inc, Townebank, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Freedom Street Partners, UBS Financial Services, Inc, and Edward Jones Financial. Dawn has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Dawn is part of Steward Partners Investment Advisory, LLC, which operates out of Chesapeake, 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

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

1214 Progressive Drive Suite 200
Chesapeake, VA 23320

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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

Dawn Thompson-Mayfield Work History

2024 - Present (0 year)

Steward Partners Investment Solutions, LLC

2024 - Present (0 year)

Steward Parters Investment Advisory, LLC

2023 - Present (1 year)

Steward Partners Global Advisory, LLC

2020 - Present (4 years)

Freedom Street Partners

2018 - Present (6 years)

Raymond James Financial Services, Inc

2018 - Present (6 years)

Raymond James Financial Services Advisory, Inc

2018 - 2020 (2 years)

Townebank

2016 - 2018 (2 years)

Ubs Financial Services, Inc

2010 - 2016 (6 years)

Edward Jones Financial

Disclosures

Please visit the SEC profile of Dawn Thompson-Mayfield 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 Slatkin
New York, NY
Laureen Lynn
New York, NY
Patrick Connolly
New York, NY
Briana Iannaccone
New York, NY
Anthony Piglowski
Suffolk, VA
Jeffrey Gonyo
Clearwater, FL
Donald Brusca
Andover, MA
Rodger Friedman
Clearwater, FL

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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