Kurt John Killingsworth
Investment adviser representative at Steward Partners Investment Advisory, LLC
15 yearsExperience
3 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
Are you Kurt John Killingsworth? Claim your profile
Contact this firm
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
15 years in the industry.
- Steward Partners Investment Advisory, LLCJan 2023 to now
- Steward Partners Global Advisory, LLCJan 2023 to now
- Steward Partners Investment Solutions, LLCJan 2023 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to Jan 2023
- Morgan StanleyAug 2011 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, 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
- 2505477
- Firm CRD
- 283004