TrueAdvisor
TrueAdvisor
AF
AF

Alicia Fuller

Steward Partners Investment Advisory, LLC
39 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Steward Partners Investment Advisory, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
419 advisors
Number of Clients
31,228 clients
Average Client Portfolio
$793K average
Assets Under Management
$24.8B

Fee Structure

Minimum Investment:$10K

Location

3555 Kraft Road, Suite 200, Naples, FL, 34105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2024 - Present · 1 yr 9 mos
Steward Partners Investment Advisory, LLC
May 2024 - Present · 1 yr 9 mos
Steward Partners Investment Solutions, LLCBroker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1989 - May 2024 · 35 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1989 - May 2024 · 35 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1985 - July 1988 · 3 yrs 2 mos
State Registrations31 states
CTDEFLGAIAILINKSLAMAMDMEMIMNMOMSNCNJNYOHORPASCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.