Kevin Walter Taube
Investment adviser representative at Steward Partners Investment Advisory, LLC
20 yearsExperience
2 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
20 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCNov 2019 to now
- Steward Partners Global Advisory, LLCNov 2019 to now
- Raymond James Financial Services, Inc.Nov 2019 to May 2022
- Bank of America, N.A.Sep 2009 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2006 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 2979770
- Firm CRD
- 283004