Taryn Amanda Bertetto
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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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 Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCJul 2019 to now
- Steward Partners Global Advisory, LLCJul 2019 to now
- Raymond James Financial Services, Inc.Jul 2019 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Jul 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2017
- Wells Fargo Advisors LLCApr 2013 to Nov 2016
- Wells Fargo Bank NAJul 2008 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
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
- 6185825
- Firm CRD
- 283004