Robert Lewis Wallace
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$36.7BFirm assets
Are you Robert Lewis Wallace? Claim your profile
Contact this firm
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
18 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2024 to now
- Steward Partners Global Advisory, LLCMar 2024 to now
- Steward Partners Investment Solutions, LLCMar 2024 to now
- Freedom Street PartnersNov 2020 to Mar 2024
- Raymond James Financial Services Advisors, IncNov 2020 to Mar 2024
- Raymond James Financial Services, IncNov 2020 to Mar 2024
- Edward JonesJul 2008 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5396927
- Firm CRD
- 283004