Dawn Earl Thompson-mayfield
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 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
10 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2024 to now
- Steward Parters Investment Advisory, LLCMar 2024 to now
- Steward Partners Investment Solutions, LLCMar 2024 to now
- Steward Partners Global Advisory, LLCDec 2023 to now
- Freedom Street PartnersMar 2020 to Mar 2024
- Raymond James Financial Services Advisory, Inc.Jul 2018 to Mar 2024
- Raymond James Financial Services, Inc.Jul 2018 to Mar 2024
- TownebankJul 2018 to Feb 2020
- UBS Financial Services, IncMar 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (KY, LA, TX, VA).
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
- 2372108
- Firm CRD
- 283004