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Rhett Schmedemann

Steward Partners Investment Advisory, LLC

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About Rhett Schmedemann

Rhett Schmedemann is a financial advisor with Steward Partners Investment Advisory, LLC. Rhett is also registered as an investment advisor in Florida. Rhett has been a financial advisor for over 17 years and has a wide range of experience in the financial industry. Rhett provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Rhett has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Rhett has a proven track record of success in helping his clients achieve their financial goals.

Firm Information

Rhett Schmedemann 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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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 1/7/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/3/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 7/2/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/7/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 12/4/2003

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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