Matthew
Spradlin
Steward Partners Investment Advisory, LLC
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About this Advisor
Matthew Spradlin is a certified financial planner operating in Midlothian, Virginia with a total of 5 years of industry experience. Spradlin is an employee of Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Raymond Jamed Financial Services, Inc, Steward Partners Investment Solutions, LLC, The Godfrey & Spradlin Group, Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory, LLC. Spradlin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Virginia. Steward Partners Investment Advisory, LLC is an advisory business that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 advisors. It oversees $12 billion in assets among its 27,637 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 45 charitable organizations. Of its 27,637 customer accounts, 55% are held by high-net-worth clients who have more than $1 million in assets. The company provides a broad assortment of services, such as 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 vary depending on the type of services. Fee types charged by Steward Partners Investment Advisory, LLC likely include 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
Matthew Spradlin Work History
Matthew has been registered as a financial advisor for 5 years.*
Steward Partners Investment Solutions, LLC
The Godfrey & Spradlin Group
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Raymond Jamed Financial Services, Inc
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Matthew Spradlin 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
Clearwater, FL
New York, NY
New York, NY
New York, NY
Saint Louis, MO
New York, NY
New York, NY
Paramus, NJ
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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