Ronald
Webster
Steward Partners Investment Advisory, LLC
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About this Advisor
Ronald Webster is a financial advisor operating in Midlothian, Virginia who has 2 years of relevant experience. Webster is an employee of Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC and Raymond James Financial Services, Inc. Webster holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Delaware, Texas and Virginia. Steward Partners Investment Advisory, LLC is a company operating out of New York, NY. The firm has offices in 45 locations and a total of 363 advisors. It has $12 billion in assets across its 27,637 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 45 charitable organizations. Of its 27,637 accounts, 55% belong to high-net-worth individuals who have more than $1 million in investable assets. Steward Partners Investment Advisory, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees typically vary depending on which services are provided. Fee types billed by Steward Partners Investment Advisory, LLC most likely consist 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
Ronald Webster Work History
Ronald has been registered as a financial advisor for 2 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Raymond James Financial Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Ronald Webster 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
Washington, DC
New York, NY
New York, NY
Paramus, NJ
New York, NY
New York, NY
Clearwater, FL
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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