William Richard Blake
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCApr 2017 to now
- Steward Partners Golobal Advisory, LLCMar 2017 to now
- Steward Partners Investment Advisors, LLC.Mar 2017 to now
- Raymond James Financial Services , Inc.Mar 2017 to May 2022
- Wells Fargo Clearing Services, LLCDec 2008 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (DC, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1660418
- Firm CRD
- 283004