Advisor at Steward Partners Investment Advisory, LLC
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Firm
Steward Partners Investment Advisory, LLC
Location
Guntersville, AL 35976
Credentials
CFP®, Series 63
Industry experience
26 years
Kerry Chatham is a CFP® professional with 26 years of experience in the financial industry. He is currently with Steward Partners Investment Advisory, LLC and has a background that includes 15 years at Raymond James Financial. Outside of his advisory role, Chatham is involved in small business consulting related to sporting collectibles and antiques, and he also provides estate planning consultation using specialized software. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, charitable organizations, and institutional clients. The firm offers a range of portfolio management services that combine proprietary investment models with third-party money managers across multiple asset classes.
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
429 Guntersville Avenue, Suite A
Guntersville, AL 35976
Alabama · Texas
Steward Partners Investment Advisory, LLC
2024 - Present (2 years)
Steward Partners Investment Solutions, LLC
2024 - Present (2 years)
Steward Partners Global Advisory, LLC
2024 - Present (2 years)
Raymond James Financial
2009 - 2024 (15 years)
Raymond James Financial Services, INC
2001 - 2024 (23 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.
CFP®, PFS™, Series 63
Guntersville, AL
Gateway Wealth Management, LLC
Series 63, Series 65
Guntersville, AL
Eden Financial
Series 66
Guntersville, AL
Steward Partners Investment Advisory, LLC
Series 63, Series 66
Guntersville, AL
TLG Advisors, INC.
Series 66
Guntersville, AL
Raymond James Financial
Series 63, Series 66
Guntersville, AL
Raymond James Financial
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