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Angela Lynn Helmus-o'brien

Steward Partners Investment Advisory, LLC

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About Angela Lynn Helmus-o'brien

Angela Helmus-o'brien is a financial advisor with Steward Partners Investment Advisory, LLC, a firm that provides financial consulting, financial planning, and pension consulting services. Angela has been in the industry since 1990 and has a long history of working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Angela has been registered as a broker-dealer in Florida and Texas since 2017. Angela's work history includes prior roles at Raymond James Financial Services, Inc., and Morgan Stanley.

Firm Information

Angela Helmus-o'brien 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

600 CLEVELAND STREET

CLEARWATER, FL 33755

$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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Angela Helmus-o'brien’s Registration & Firm History

FL

02/22/2017 - Present

Steward Partners Investment Advisory, LLC (CLEARWATER FL)

FL

02/16/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)

FL

06/01/2009 - 02/21/2017

MORGAN STANLEY (CLEARWATER FL)

FL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)

FL

02/27/2004 - 04/02/2007

MORGAN STANLEY DW INC. (CLEARWATER FL)

MN

08/27/1990 - 03/03/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/27/1990 - 03/03/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 6/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Angela Lynn Helmus-o'brien. Review regulatory record here.
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