Haley Christine Mckay-daily tibbitts
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 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
12 years in the industry.
- Steward Partners Investment Advisory, LLCMay 2026 to now
- Steward Partners Global Advisory, LLCMay 2026 to now
- Jazz Wealth Managers, Inc.Mar 2022 to Apr 2026
- The Tiki TavernJun 2020 to Mar 2022
- Cafe PonteOct 2019 to May 2020
- Bubba GumpDec 2018 to Oct 2019
- The Salad ShopAug 2018 to Dec 2018
- Seminole LanesJan 2017 to Aug 2018
- Seminole High SchoolAug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7740395
- Firm CRD
- 283004