Angela Gordon
Investment adviser representative at Steward Partners Investment Advisory, LLC
13 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
13 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2023 to now
- Steward Partners Global Advisory, LLCMar 2023 to now
- Steward Partners Invesestment Advisory, LLCMar 2023 to now
- Steward Partners Investment Solutions, LLCMar 2023 to now
- Cambridge Investment Research Advisors, Inc.Mar 2020 to Mar 2023
- Cambridge Investment Research, Inc.Mar 2020 to Mar 2023
- Hornor Townsend & Kent IncNov 2018 to Mar 2020
- Penn Mutual Life Ins CoOct 2018 to Dec 2019
- Lincoln InvestmentJan 2017 to Oct 2018
- Cambridge Investment Research Advisors, Inc.Apr 2014 to Jan 2017
- Cambridge Investment Research, Inc.Jun 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6192525
- Firm CRD
- 283004