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Ali Sina Mandalinci

Steward Partners Investment Advisory, LLC

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About Ali Sina Mandalinci

Ali Sina Mandalinci is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC. Ali has been in the financial industry since 1993. Ali holds several licenses, including Series 7, Series 31, Series 63, and Series 65. Ali has worked with UBS Financial Services Inc, Raymond James Financial Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ali currently holds registration in Massachusetts and Texas. Ali provides financial planning and portfolio management for individuals.

Firm Information

Ali Mandalinci is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ali Mandalinci’s Registration & Firm History

TX

07/07/2017 - Present

Steward Partners Investment Advisory, LLC (SPRING TX)

MA

05/04/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)

MA

01/02/2009 - 06/01/2017

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

10/11/1996 - 01/21/2009

CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)

NY

11/22/1993 - 10/29/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/18/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 11/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ali Sina Mandalinci. Review regulatory record here.
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