Margaret Newell Wiley
Investment adviser representative at Steward Partners Investment Advisory, LLC
17 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
17 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
- Elan Wealth Management, LLCMar 2024 to Dec 2024
- Raymond James Financial Services Advisors Inc.Dec 2017 to Mar 2024
- Freedom Street PartnersNov 2017 to Mar 2024
- Raymond James Financial Services, Inc.Nov 2017 to Mar 2024
- Edward JonesJun 2009 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5681782
- Firm CRD
- 283004