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Financial ADVSR advisor directory · SEC adviser records

Steward Partners Investment Advisory, LLC financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Steward Partners Investment Advisory, LLC office in Dallas, A to Z.

The short answer

3 registered advisors work at Steward Partners Investment Advisory, LLC in Dallas, out of 439 at the firm nationwide; it ranks number 177 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Steward Partners Investment Advisory, LLC advisors in Dallas, A to Z

Every Steward Partners Investment Advisory, LLC advisor →

Steward Partners Investment Advisory, LLC advisors in every city and state →Steward Partners Investment Advisory, LLC: assets, clients and custodians →Steward Partners news and advisor moves →Steward Partners Investment Advisory, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

Steward Partners Investment Advisory, LLC advisors in other cities

Stamford, CT 154Lake Oswego, OR 17Clearwater, FL 15Washington, DC 14New York, NY 13Portsmouth, NH 9St. Louis, MO 8Andover, MA 7Mequon, WI 6Paramus, NJ 6Sarasota, FL 6Chesapeake, VA 5Kennesaw, GA 5Portland, ME 5Riverdale, NJ 5

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

How many financial advisors does Steward Partners Investment Advisory, LLC have in Dallas?

3 investment adviser representatives are registered at Steward Partners Investment Advisory, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 439 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Steward Partners Investment Advisory, LLC one of the largest advisor employers in Dallas?

Steward Partners Investment Advisory, LLC ranks number 177 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Steward Partners Investment Advisory, LLC advisor in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Steward Partners Investment Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.