Theresa L Mcmasters
Investment adviser representative at Steward Partners Investment Advisory, LLC
19 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
19 years in the industry.
- Steward Partners Investment Advisory, LLCFeb 2026 to now
- Steward Partners Global Advisory, LLCFeb 2026 to now
- Steward Partners Investment Solutions, LLCFeb 2026 to now
- Raymond James & Associates, Inc.Feb 2017 to Feb 2026
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Sep 2007 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4015437
- Firm CRD
- 283004