Merit Kathleen Kralovec
Investment adviser representative at Steward Partners Investment Advisory, LLC
17 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
17 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCJan 2018 to now
- Steward Partners Global Advisory, LLCJan 2018 to now
- The BullpenApr 2018 to Jan 2020
- Raymond James Financial Services, Inc.Jan 2018 to May 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 4254682
- Firm CRD
- 283004