SP
CFP
SP
CFP

Steven Partyka

30 Years of Experience
Troy, MI
Broker

Steven Partyka is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

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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Other Business Activities

Steven is on the Finance Committee of his church, dedicating minimal time to reviewing the budget. He is also a Financial Advisor under the RJFS platform, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Raymond James & Associates, INC.
September 2010 - August 2024 · 13 yrs 11 mos
Raymond James & Associates, INC.Broker
March 2009 - August 2024 · 15 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2004 - December 2006 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - March 2009 · 12 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - June 1996 · 11 mos
State Registrations19 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.