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William Stova Mcfadden

Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
1 stateRegistered 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.

  1. Steward Partners Investment Advisory, LLCSep 2026 to now
  2. Steward Partners Global Advisory, LLCJun 2026 to now
  3. Steward Partners Investment Solutions, LLCJun 2026 to now
  4. UnemployedMay 2023 to May 2026
  5. Troy UniversityAug 2018 to May 2023
  6. High School StudentMay 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
8301184
Firm CRD
283004
Advisor's SEC record (opens in a new tab)
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