Advisor at Steward Partners Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Steward Partners Investment Advisory, LLC
Location
Guntersville, AL 35976
Credentials
Series 66
Industry experience
3 years
Sarah Morgan is a financial advisor with Steward Partners Investment Advisory, LLC in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Freedom Street Partners. Morgan also works as an independent contractor providing support services for Cornerstone Legacy Advisors and Freedom Street. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary strategies and third-party money managers, utilizing a range of asset classes tailored to client objectives.
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 Gunter Avenue, Suite A
Guntersville, AL 35976
Alabama
Steward Partners Global Advisory, LLC
2024 - Present (2 years)
Steward Partners Investment Solutions, LLC
2024 - Present (2 years)
Steward Partners Investment Advisory, LLC
2024 - Present (2 years)
Raymond James Financial Services Advisors, Inc.
2023 - 2024 (1 year)
Freedom Street Partners
2022 - 2024 (2 years)
Raymond James Financial Services, Inc.
2022 - 2024 (2 years)
Cornerstone Legacy Advisors Raymond James
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Church of the Highlands
2018 - 2020 (2 years)
Church of the Highlands
2016 - 2018 (2 years)
Team Wealth Solutions Raymond James
2016 - 2018 (2 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 63, Series 65
Albertville, AL
Private Advisor Group, LLC
CFP®, Series 63
Guntersville, AL
Steward Partners Investment Advisory, LLC
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Series 63, Series 66
Guntersville, AL
TLG Advisors, INC.
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