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CFP

Matthew Marino-Babcock

Steward Partners Investment Advisory, LLC
4 Years of Experience
Portsmouth, NH
Broker
View SEC Summary
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Matthew Marino-Babcock is a CFP-designated registered investment advisor at Steward Partners Investment Advisory, LLC, based in Portsmouth, NH, with 4 years of industry experience. Matthew 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

145 Maplewood Avenue, Suite 100, Portsmouth, NH, 03801

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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

Matthew is an employee and manager at Icehouse Trees, a family business, since 2022. He spends about 10-20% of his time on this activity, and it is not investment related.

Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
September 2022 - Present · 4 yrs 1 mo
Steward Partners Investment Solutions, LLCBroker
August 2022 - Present · 4 yrs 2 mos
State Registrations30 states
AKAZCACOCTDCFLGAINMAMEMIMNMTNCNHNJNMNVNYOHORPARISCTXUTVAVTWA
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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