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Wistar White Holt

Steward Partners Investment Advisory, LLC

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About Wistar White Holt

Wistar White Holt is a financial advisor with Steward Partners Investment Advisory, LLC. Wistar has been in the financial services industry since February 12, 2013. Wistar holds Series 63, Series 65, Series 7, and SIE licenses. Wistar is also a Certified Financial Planner. Wistar is registered with the state of Missouri and Texas, and is also registered with FINRA. Wistar has prior experience with Raymond James Financial Services, Inc., and Royal Alliance Associates, Inc.

Firm Information

Wistar Holt 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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Wistar Holt’s Registration & Firm History

MO

08/06/2020 - Present

Steward Partners Investment Advisory, LLC (St. Louis MO)

MO

06/09/2020 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (St. Louis MO)

MO

04/12/2013 - 06/15/2020

ROYAL ALLIANCE ASSOCIATES, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 04/19/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wistar White Holt.
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