Anthony James Cervio
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, LLCOct 2022 to now
- Steward Partners Global Advisory LLCOct 2022 to now
- Steward Partners Investment Solutions, LLCOct 2022 to now
- Raymond James & Associates, IncJan 2020 to Oct 2022
- Raymond James Financial Services Advisors Inc.Sep 2018 to Dec 2019
- Raymond James Financial Services,incSep 2018 to Dec 2019
- Tapfin/eyJul 2018 to Sep 2018
- Parking Services MgtDec 2017 to May 2018
- Energy Solutions DirectAug 2017 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 6205327
- Firm CRD
- 283004