Advisor at Steward Partners Investment Advisory, LLC
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Firm
Steward Partners Investment Advisory, LLC
Location
Keene, NH 03431
Credentials
CFP®, Series 63, Series 66
Industry experience
24 years
Carl Gravina is a CFP® professional with 24 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of his advisory role, he is the owner of Monadnock Capital Group. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, charities, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party managers, across multiple asset classes and account types.
Based on Steward Partners Investment Advisory, LLC
Fixed fees for financial planning and consulting services, negotiable based on complexity
$0+: Up to 2.50% annually (maximum program fee) $5,000 - $10,000: Negotiable, example minimum new account values mentioned for some programs $10,000 - $25,000: Negotiable, varies by program $25,000+: Negotiable, varies by program
Commission-based compensation for insurance products and broker-dealer transactions through affiliated SPIS
Hourly fees charged for financial planning and consulting services, rates vary
Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee (Prior to May 2011) is $250, minimum fee may be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; fees can be hourly, fixed, or percentage of assets
149 Emerald Street, Unit B
Keene, NH 03431
Massachusetts · New Hampshire
Steward Partners Investment Solutions, LLC
2022 - Present (4 years)
Steward Partners Global Advisory, LLC
2016 - Present (10 years)
Steward Partner Investment Advisory, LLC
2016 - Present (10 years)
Raymond James Financial Services, inc.
2016 - 2022 (6 years)
WELLS FARGO ADVISORS LLC
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Keene, NH
Optimum Wealth LLC
Series 63, Series 66
Troy, NH
The Oakes Financial Group
PFS™, Series 65
Keene, NH
Olson Economics, LLC
CFP®, Series 63
Keene, NH
IPIC, Inc.
Series 66
Hinsdale, NH
Hodge Financial Services, LLC
CFP®, Series 65
Keene, NH
Bluestone Wealth Management LLC
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