Steven Charles Lynch
Investment adviser representative at Steward Partners Investment Advisory, LLC
13 yearsExperience
4 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
13 years in the industry.
- Steward Partners Investment Advisory, LLCOct 2022 to now
- Steward Partners Global Advisory, LLCOct 2022 to now
- Steward Partners Investment Solutions, LLCOct 2022 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Jul 2022
- Steward Partners Global Advisory, LLCNov 2016 to Jul 2022
- Steward Partners Investment Advisory, LLCNov 2016 to Jul 2022
- Raymond James & Associates, Inc.Nov 2016 to May 2022
- Raymond James Financial Services, Inc.Nov 2016 to May 2022
- Wells Fargo Advisors LLCNov 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 4 states (LA, MD, NY, 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
- 2214022
- Firm CRD
- 283004