Seth Steinhoff Lesondak
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 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
12 years in the industry.
- Steward Partners Investment Advisory, LLCDec 2024 to now
- Steward Partners Global Advisory, LLCDec 2024 to now
- Steward Partners Investment Solutions, LLCDec 2024 to now
- Raymond James & Associates, Inc.Mar 2020 to Dec 2024
- Tetley Investments, LLCApr 2019 to Mar 2020
- The Robey HotelApr 2019 to Aug 2019
- Twain, LLCAug 2018 to May 2019
- Fedex GroundDec 2017 to Jan 2018
- Eno Vino Wine Bar and BistroJun 2017 to Jul 2018
- Ian's Pizza On StateMay 2017 to Sep 2017
- Mcgill UniversitySep 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7200363
- Firm CRD
- 283004