Wolf K Louis
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 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
10 years in the industry.
- Steward Partners Investment Advisory, LLCJun 2026 to now
- Steward Partners Global Advisory, LLCJun 2026 to now
- Steward Partners Investment Solutions, LLCJun 2026 to now
- UBS Financial Services IncJun 2024 to Jun 2026
- Parady Financial GroupMar 2024 to May 2024
- Morgan StanleyAug 2021 to Jan 2024
- Go PuffMay 2021 to Jul 2021
- Bank of America Merril LynchJan 2021 to Apr 2021
- New Western AcquisitionsAug 2020 to Dec 2020
- UnemployedMay 2020 to Jul 2020
- Florida State University (education)Jan 2020 to Apr 2020
- Florida State UniversityAug 2019 to Dec 2019
- Florida State UniversityMar 2019 to Jun 2019
- Florida State University (education)Sep 2018 to Feb 2019
- Florida State University Strozier LibraryMar 2018 to Aug 2018
- Florida State University (education)Jul 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7412943
- Firm CRD
- 283004