Aidan Longhurst

Steward Partners Investment Advisory, LLC

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Steward Partners Investment Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

419 advisors

Number of Clients

31,228 clients

Average Client Portfolio

$793K average

Assets Under Management

$24.8B

Fee Structure

Minimum Investment:$10K

Location

140 E. 45th Street, 36th Floor, New York, NY, 10017

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Steward Partners Investment Advisory, LLC

September 2024 - Present · 1 yr 5 mos

Steward Partners Investment Solutions, LLCBroker

July 2024 - Present · 1 yr 7 mos

State Registrations24 states

AKCACTDCDEFLGAHIMAMDNCNDNHNJNYORPASCTNTXUTVAVTWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.