Larry
Altman

Steward Partners Investment Advisory, LLC

CRD#7695643
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Larry Altman is a financial advisor based in Virginia Beach, Virginia, working with Steward Partners Investment Advisory, LLC. Larry has previously held positions at Freedom Street Partners, Steward Partners Investment Advisory, LLC, and Altman Creations, Inc. Larry has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Larry is part of Steward Partners Investment Advisory, LLC, which operates out of Virginia Beach, 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 65

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

448 Viking Drive Suite 230
Virginia Beach, VA 23452

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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

Larry Altman Work History

2024 - Present (1 year)

Steward Partners Investment Advisory, LLC

2014 - Present (11 years)

Altman Creations, Inc

2023 - 2023 (< 1 year)

Freedom Street Partners

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Disclosures

Please visit the SEC profile of Larry Altman 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

Maria Licini
Rochelle Park, NJ
Mariah Pelletier
New York, NY
Laureen Lynn
New York, NY
Scott Salvail
New York, NY
Ryan Gravina
Keene, NH
Eric Sweeney
Boston, MA
Derrick Labranche
New York, NY
Larry Altman
Virginia Beach, VA

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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