linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephanie Jill haase Roberts

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 Stephanie? Claim Your Profile

About Stephanie Jill haase Roberts

Stephanie Roberts is a financial advisor with Steward Partners Investment Advisory, LLC. Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Stephanie has 24 years of experience in the financial services industry. Stephanie is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).

Firm Information

Stephanie Roberts 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

677 Broadway

Albany, NY 12207

$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.

Stephanie Roberts’s Registration & Firm History

NY

02/25/2019 - Present

Steward Partners Investment Advisory, LLC (Albany NY)

NY

01/16/2019 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)

NY

10/24/2000 - 02/23/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

Not sure if Stephanie Jill haase Roberts is right for you?

Licenses & Designations

BC

Issued 1/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/9/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/7/2000

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Jill haase Roberts.
Not sure if Stephanie Jill haase Roberts is right for you?