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Theresa Mcmasters

Steward Partners Investment Advisory, LLC
26 Years of Experience
Stuart, FL
16 DisclosuresBroker
View SEC Summary
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Theresa Mcmasters is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Stuart, FL, with 26 years of industry experience. Theresa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.

Steward Partners Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
478 advisors
Number of Clients
42,763 clients
Average Client Portfolio
$859K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 SE Monterey Commons Blvd, Suite 102, Stuart, FL, 34996

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History

Regulatory History (16)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2022
Final
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February 2022
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November 2021
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June 2021
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November 2020
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October 2020
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August 2020
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May 2020
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March 2020
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January 2020
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September 2019
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March 2019
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March 2019
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March 2019
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February 2019
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February 2019
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View Full SEC ReportHow to Read Disclosures
Other Business Activities

Theresa is the owner and proprietor of McMasters Gallery & Studios since 2005, working as a photographer. She dedicates a few hours per week to this business.

Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
February 2026 - Present · 8 mos
Steward Partners Investment Solutions, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
Raymond James & Associates, INC.
March 2017 - February 2026 · 8 yrs 11 mos
Raymond James & Associates, INC.Broker
February 2017 - February 2026 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - February 2017 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - February 2017 · 9 yrs 5 mos
Citigroup Global Markets INC.
September 2002 - September 2007 · 5 yrs
Citigroup Global Markets INC.Broker
August 2000 - September 2007 · 7 yrs 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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