Michael Scott Heath
Investment adviser representative at Steward Partners Investment Advisory, LLC
7 yearsExperience
4 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
7 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCJan 2022 to now
- Steward Partners Global AdvisoryJan 2022 to now
- Raymond James Financial Services, Inc.Feb 2018 to May 2022
- Raymond James & Associates, Inc.Feb 2018 to Jan 2022
- Invest Financial Corp.Feb 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, LA, 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
- 4743460
- Firm CRD
- 283004