Invested Better
Unclaimed

Unclaimed

Unclaimed

Steve Alan Libov

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 Steve? Claim Your Profile

About Steve Alan Libov

Steve Alan Libov is a financial advisor with over 30 years of experience in the financial services industry. Steve is currently registered with Steward Partners Investment Advisory, LLC, and is also a registered Investment Advisor Representative in New York and Texas. Steve has a broad range of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Steve is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Steward Partners Investment Advisory, LLC, Steve worked at Raymond James Financial Services, Inc., Janney Montgomery Scott LLC, PaineWebber Incorporated, Smith Barney Shearson Inc. and Lehman Brothers Inc. Steve is a graduate of the University of Pennsylvania.

Firm Information

Steve Libov 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

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

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.

Steve Libov’s Registration & Firm History

NY

08/25/2017 - Present

Steward Partners Investment Advisory, LLC (NEW YORK NY)

NY

06/16/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

03/30/2000 - 06/26/2017

JANNEY MONTGOMERY SCOTT LLC (PURCHASE NY)

NJ

01/17/1994 - 03/31/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

07/31/1993 - 01/31/1994

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

NY

11/21/1989 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

Not sure if Steve Alan Libov is right for you?

Licenses & Designations

IA

Issued 6/30/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/5/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/2/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 12/18/1989

Series 3 - National Commodity Futures Examination

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steve Alan Libov. Review regulatory record here.
Not sure if Steve Alan Libov is right for you?