Matthew Robert Eckberg
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 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
18 years in the industry.
- Steward Partners Investment Advisory, LLCSep 2026 to now
- Steward Partners Global Advisory, LLCSep 2026 to now
- Steward Partners Investment Solutions, LLCSep 2026 to now
- Edleys BbqJul 2026 to now
- Sagespring Wealth Partners LLCJun 2026 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to Jun 2026
- UBS Financial Services Inc.Apr 2021 to May 2025
- Ameriprise Financial Services IncNov 2019 to Apr 2021
- Blvd Kitchen and BarSep 2019 to Oct 2019
- UnemployedAug 2019 to Sep 2019
- Nina Hale IncDec 2018 to Jul 2019
- ShinolaOct 2018 to Nov 2019
- Mirum AgencyJun 2018 to Sep 2018
- Cole HaanJun 2017 to May 2018
- Lifetime FitnessMay 2017 to May 2017
- King of Grace Lutheran SchoolNov 2016 to Feb 2017
- Poly-cam IncJun 2016 to Nov 2016
- Macy's IncNov 2014 to Dec 2021
- Bethel UniversityAug 2014 to May 2018
- Golden Valley Golf and Country ClubMay 2008 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7198630
- Firm CRD
- 283004