Kurt
Killingsworth
Steward Partners Investment Advisory, LLC
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About this Advisor
Kurt Killingsworth is a financial advisor operating in Hendersonville, North Carolina. Killingsworth currently works for Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Morgan Stanley, Morgan Stanley Private Bank, N.A, Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Killingsworth holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Florida, North Carolina and Texas. Steward Partners Investment Advisory, LLC is a registered investment business that has its headquarters in New York, NY. The company has offices in 45 locations and a total of 363 employees. It oversees $12 billion in total assets across its 27,637 accounts, placing it among the largest firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 client accounts, 55% are held by high-net-worth clients who have more than $1 million in investable assets. Steward Partners Investment Advisory, LLC performs a wide 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 for financial advisory services usually depend on which services the firm provides the client. Fees billed by Steward Partners Investment Advisory, LLC likely consist of any combination 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
Kurt Killingsworth Work History
Kurt has been registered as a financial advisor for 0 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley
Morgan Stanley Private Bank, N.A
Morgan Stanley
*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 Kurt Killingsworth 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
New York, NY
Clearwater, FL
New York, NY
Saint Louis, MO
New York, NY
Manchester, NH
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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