Conor Gold
Investment adviser representative at Steward Partners Investment Advisory, LLC
11 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
11 years in the industry.
- Steward Partners Investment Advisory, LLCJun 2026 to now
- Steward Partners Investment Solutions, LLCMar 2022 to now
- Steward Partners Global Advisory LLCMar 2021 to now
- UnemployedJan 2021 to Mar 2021
- Whole Foods MarketSep 2020 to Jan 2021
- UnemployedMay 2020 to Sep 2020
- Office of United States Representative Frank LucasJan 2020 to May 2020
- Office of New York State Assemblyman Andrew RaiaSep 2019 to Dec 2019
- Jones Drug StoreMay 2019 to Jan 2020
- Office of United States Representative Randy HultgrenJul 2018 to Aug 2018
- Steward Partners Global AdvisoryMay 2018 to Jul 2018
- LowesApr 2017 to Aug 2017
- GncAug 2016 to Mar 2017
- Full-time EducationAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6967903
- Firm CRD
- 283004