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Amy Styczynski Sabin

Investment adviser representative at Steward Partners Investment Advisory, LLC
18 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

18 years in the industry.

  1. Steward Partners Investment Solutions, LLCMay 2022 to now
  2. Steward Partners Investment Advisory, LLCJul 2019 to now
  3. Steward Partners Global Advisory, LLCJul 2019 to now
  4. Tude & Es PrivataJan 2014 to now
  5. Young Men's Christian AssociationFeb 2009 to now
  6. Raymond James Financial Services, Inc.Jul 2019 to May 2022
  7. JPMorgan Chase Bank, N.A.Oct 2010 to Jul 2019
  8. J.P. Morgan Securities LLCOct 2008 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 1 state (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
2303932
Firm CRD
283004
Advisor's SEC record (opens in a new tab)
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