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Amy Styczynski Sabin

Steward Partners Investment Advisory, LLC

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About Amy Styczynski Sabin

Amy Styczynski Sabin is a financial advisor at Steward Partners Investment Advisory, LLC. Amy has been in the financial services industry since 1993. Amy holds Series 7, 24, 63, and 65 licenses. Amy has experience working with individuals, families, and businesses. Amy provides a range of financial services including financial planning, portfolio management, and retirement planning.

Firm Information

Amy Sabin is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

1920 McKinney Avenue

Dallas, TX 75201

$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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Amy Sabin’s Registration & Firm History

TX

07/16/2019 - Present

Steward Partners Investment Advisory, LLC (Dallas TX)

TX

07/12/2019 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)

TX

09/06/2002 - 07/18/2019

J.P. MORGAN SECURITIES LLC (DALLAS TX)

NJ

09/02/1997 - 10/04/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

MA

01/01/1998 - 03/24/1998

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

04/03/1996 - 09/19/1997

NATIONSSECURITIES

MA

01/02/1996 - 03/28/1996

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

06/07/1993 - 01/03/1996

NATIONSSECURITIES

MA

02/25/1993 - 06/07/1993

NATIONSBANC SECURITIES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 9/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/1/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/4/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Styczynski Sabin.
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