Ashley L Rowell
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 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
18 years in the industry.
- Steward Partners Investment Advisory, LLCMay 2024 to now
- Steward Partners Global Advisory, LLCMay 2024 to now
- Steward Partners Investment Solutions, LLCMay 2024 to now
- Cetera Advisor Networks LLCAug 2023 to May 2024
- Cetera Investment Advisers LLCAug 2023 to May 2024
- Securian Financial Services, Inc.Sep 2011 to Aug 2023
- Compass CapitalMar 2008 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WV).
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
- 5505909
- Firm CRD
- 283004