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Maria Lucia Condon

Steward Partners Investment Solutions, LLC

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About Maria Lucia Condon

Maria Lucia Condon is a financial advisor with Steward Partners Investment Solutions, LLC. Maria has over 20 years of experience in the financial services industry and is registered in 46 states. Maria has passed the Series 7, Series 3, Series 9, Series 10, Series 63 and SIE exams. Maria previously worked at Raymond James Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc.

Firm Information

Maria Condon is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

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.

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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Maria Condon’s Registration & Firm History

MA

05/27/2022 - Present

Steward Partners Investment Solutions, LLC (ANDOVER MA)

MA

11/07/2014 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)

MA

05/22/2012 - 09/22/2014

MORGAN STANLEY (BOSTON MA)

MA

06/01/2009 - 02/09/2012

MORGAN STANLEY SMITH BARNEY (BOSTON MA)

MA

12/11/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)

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Licenses & Designations

BC

Issued 03/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/26/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2011

Series 3 - National Commodity Futures Examination

BC

Issued 12/10/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Lucia Condon.
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