Theresa Mcmasters
Theresa Mcmasters is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Stuart, FL, with 25 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
1000 SE Monterey Commons Blvd, Suite 202, Stuart, FL, 34996
Get directionsHistory
Regulatory History (16)
Financial
May 2022Financial
February 2022Financial
November 2021Financial
June 2021Financial
November 2020Financial
October 2020Financial
August 2020Financial
May 2020Financial
March 2020Financial
January 2020Financial
September 2019Financial
March 2019Financial
March 2019Financial
March 2019Financial
February 2019Financial
February 2019Other 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
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.