Timothy Paul Portelance
Investment adviser representative at Steward Partners Investment Advisory, LLC
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2024 to now
- Steward Partners Global Advisory, LLCMar 2024 to now
- Steward Partners Investment Solutions, LLCMar 2024 to now
- Elan Wealth Management, LLCMar 2024 to Dec 2024
- Freedom Street Partners, LLCJul 2019 to Mar 2024
- Raymond James Financial Services Advisors, Inc.Jul 2019 to Mar 2024
- Raymond James Financial Services, Inc.Jul 2019 to Mar 2024
- Edward JonesSep 2000 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2227106
- Firm CRD
- 283004