Christopher Michael Bostick
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
- Stewart Partners Investment Solutions, LLCJun 2026 to now
- UBS Financial ServicesApr 2023 to Jun 2026
- Bostick Enterprises LLCJul 2022 to Jul 2023
- Crux Wealth AdvisorsApr 2022 to Apr 2023
- Hd Money, IncAug 2021 to Jan 2022
- LogisticareNov 2020 to Jun 2021
- UnemployedSep 2019 to Nov 2020
- Baltimore OriolesNov 2018 to Sep 2019
- Miami MarlinsAug 2018 to Nov 2018
- Pittsburgh PiratesSep 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
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
- 7423312
- Firm CRD
- 283004