David William Lancaster
Investment adviser representative at Steward Partners Investment Advisory, LLC
11 yearsExperience
2 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
11 years in the industry.
- Steward Partners Investment Advisory, LLCSep 2025 to now
- Steward Partners Global Advisory, LLCSep 2025 to now
- Steward Partners Investment Solutions, LLCSep 2025 to now
- Lancaster Wealth ManagementOct 2015 to Sep 2025
- Raymond James Financial Services Advisors Inc.Oct 2015 to Sep 2025
- Raymond James Financial Services, Inc.Oct 2015 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (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
- 5670474
- Firm CRD
- 283004