Joshua
Leber
Steward Partners Investment Advisory, LLC
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About this Advisor
Joshua Leber is a financial advisor based in Mequon, Wisconsin with 2 years of relevant experience. Leber is an employee of Steward Partners Investment Advisory, LLC. During their career, Leber has held roles at Sears Automotive, Central Payment, Us Cellular, Wells Fargo, Wells Fargo Asset Managment, Russell Investments, Merrill Lynch, Pierce, Fenner & Smith Inc, Raymond James Financial Services, Inc, Steward Partners Investment Advisory LLC, Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory LLC. Leber maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Texas and Wisconsin. Steward Partners Investment Advisory, LLC is an advisory firm based out of New York, NY. The company has offices in 45 locations and a total of 363 employees. It oversees $12 billion in total assets between its 27,637 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 45 charities and foundations. Of its 27,637 client accounts, 55% are held by high-net-worth individuals who have at least $1 million in assets. Steward Partners Investment Advisory, LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice typically depend on which service is provided. Fee types billed by Steward Partners Investment Advisory, LLC 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
Joshua Leber Work History
Joshua has been registered as a financial advisor for 2 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory LLC
Steward Partners Global Advisory LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Raymond James Financial Services, Inc
Russell Investments
Wells Fargo Asset Managment
Us Cellular
Wells Fargo
Central Payment
Sears Automotive
*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 Joshua Leber 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
Somerville, NJ
New York, NY
Paramus, NJ
New York, NY
New York, NY
New York, NY
Portland, ME
Albany, NY
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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