Neven Zelich
Investment adviser representative at Steward Partners Investment Advisory, LLC
16 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
16 years in the industry.
- Steward Partners Investment Advisory, LLCAug 2025 to now
- Steward Partners Global Advisory, LLCAug 2025 to now
- Steward Partners Investment Solutions, LLCAug 2025 to now
- Ameriprise Financial Services, LLCMar 2020 to Aug 2025
- Ameriprise Financial Advisors Inc.Sep 2017 to Mar 2020
- Mid Atlantic Capital CorporationJul 2010 to Sep 2017
- Mid Atlantic Financial Management, Inc.Jul 2010 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 1848738
- Firm CRD
- 283004