linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Erik James Andersen

Steward Partners Investment Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Erik? Claim Your Profile

About Erik James Andersen

Erik James Andersen is an investment advisor representative with Steward Partners Investment Advisory, LLC. Erik has been in the industry since 2012. Erik holds Series 7 and 66 licenses, as well as the SIE Exam. Erik's previous roles include positions with Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bankers Life Securities, Inc., and ProEquities, Inc. Erik currently provides investment advisory services for clients.

Firm Information

Erik Andersen 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Erik Andersen’s Registration & Firm History

NJ

06/15/2021 - Present

Steward Partners Investment Advisory, LLC (Paramus NJ)

NJ

06/15/2021 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (PARAMUS NJ)

NJ

03/02/2018 - 06/16/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)

NJ

05/26/2016 - 02/13/2018

BANKERS LIFE SECURITIES, INC. (PARSIPPANY NJ)

NJ

05/02/2012 - 05/26/2016

PROEQUITIES, INC. (PARSIPPANY NJ)

Not sure if Erik James Andersen is right for you?

Licenses & Designations

BOTH

Issued 06/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik James Andersen.
Not sure if Erik James Andersen is right for you?