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Rhett Schmedemann

Steward Partners Investment Advisory, LLC

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About Rhett Schmedemann

Rhett Schmedemann is an investment advisor representative at Steward Partners Investment Advisory, LLC and has been in the industry since September 8, 2005. Rhett has been registered with Steward Partners Investment Advisory, LLC since May 9, 2017. Prior to joining Steward Partners Investment Advisory, LLC, Rhett was registered with Raymond James Financial Services, Inc., UBS Financial Services Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Rhett is licensed to provide investment advisory services in Florida and all other states except Puerto Rico.

Firm Information

Rhett Schmedemann 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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Rhett Schmedemann’s Registration & Firm History

FL

05/09/2017 - Present

Steward Partners Investment Advisory, LLC (CLEARWATER FL)

FL

04/24/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)

FL

10/06/2014 - 04/26/2017

UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)

FL

06/01/2009 - 09/26/2014

MORGAN STANLEY (CLEARWATER FL)

FL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)

FL

11/28/2006 - 04/02/2007

MORGAN STANLEY DW INC. (CLEARWATER FL)

NY

12/05/2003 - 02/24/2005

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

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Licenses & Designations

BOTH

Issued 01/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/02/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 12/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rhett Schmedemann.
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