Samuel Taylor Smith
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 yearsExperience
3 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
12 years in the industry.
- Steward Partners Investment Advisory, LLCJan 2024 to now
- Seven Arrows, LLCJan 2024 to now
- Steward Partners Investment Solutions, LLCJan 2024 to now
- Raymond James Financial Services, IncFeb 2022 to Jan 2024
- Sagespring Wealth PartnersFeb 2022 to Jan 2024
- Southwestern Investment GroupFeb 2022 to Nov 2022
- Move Home NashvilleSep 2020 to Feb 2022
- Ramsey SolutionsFeb 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (LA, TN, 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
- 5203199
- Firm CRD
- 283004