Andrew Michel Denis
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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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, LLCJul 2024 to now
- Steward Partners Global Advisory, LLCJul 2024 to now
- Steward Partners Investment Solutions, LLCJul 2024 to now
- Achieva Credit UnionJul 2016 to Jul 2024
- Cetera Investment Advisers LLCJul 2016 to Jul 2024
- Cetera Investment Services LLCJul 2016 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2509457
- Firm CRD
- 283004