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CFP
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CFP

Michael Piazza

Steward Partners Investment Advisory, LLC
11 Years of Experience
Stuart, FL
Broker
View SEC Summary
View SEC Summary

Michael Piazza is a CFP-designated registered investment advisor at Steward Partners Investment Advisory, LLC, based in Stuart, FL, with 11 years of industry experience. Michael 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
—
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Location

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

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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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Other Business Activities

Michael is an active board member for the Boys and Girls Club of Saint Lucie County since 2016. He dedicates a few hours per week to this role.

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 Incorporated
June 2015 - February 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - February 2017 · 1 yr 10 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMIMTNCNENHNJNVNYORPARISCTNTXUTVAWAWI
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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