Benjamin Walter Lubow
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
3 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, LLCJul 2026 to now
- Steward Partners Global Advisory, LLCJul 2026 to now
- Steward Partners Investment Solutions, LLCJul 2026 to now
- Wells Fargo Clearing Services, LLCNov 2022 to May 2026
- Wells Fargo Bank, NANov 2021 to May 2026
- First National Bank of OmahaOct 2021 to Oct 2021
- TargetJun 2020 to Oct 2021
- King Soopers (kroger)Jan 2018 to Jun 2020
- NexcomJun 2017 to Dec 2017
- SearsFeb 2017 to Jun 2017
- Self EmployedSep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CO, LA, 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
- 7662655
- Firm CRD
- 283004