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
Stamford, CT 06901-3512
Credentials
Series 66
Industry experience
6 years
Flat fees for financial planning reviews and updates may be charged, negotiable by agreement.
$10,000 - $24,999: N/A (minimum account size, fees negotiable) $25,000 - $49,999: Up to 2.50% annually $50,000+: Up to 2.50% annually
Hourly rates may apply for financial planning updates or consulting at IAR’s discretion.
Account minimum: $10,000 Minimum fee: Minimum Quarterly Program Fee of $250 (prior to May 2011) is mentioned, but currently minimum quarterly fees are negotiable and may be waived. Fee-only: Advisory fees negotiated between client and IAR, typically based on assets under management.
Steward Partners Investment Advisory, LLC
2025 - Present (1 year)
Steward Partners Investment Solutions, LLC
2025 - Present (1 year)
Steward Partners Global Advisory, LLC
2025 - Present (1 year)
Equitable Advisors, LLC
2019 - 2025 (6 years)
Axa Advisors, Llc
2019 - 2020 (1 year)
Atrium Health
2016 - 2018 (2 years)
Carolina Care Innovation Group
2016 - Present (10 years)
Sabbatical Leave
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 66
Seneca, SC
Edward Jones
Series 66
Easley, SC
Edward Jones
Series 66
Clemson, SC
Edward Jones
Series 66
Seneca, SC
Edward Jones
Series 66
Easley, SC
Merrill
William West is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in developing strategic, alternative, and tactical investment strategies. With 17 years of experience at Merrill Lynch, he focuses on areas including professional asset management, portfolio analysis, concentrated stock planning, and investment research. William consults with individuals to provide personalized investment management services, emphasizing asset allocation and structured investment plans that align with family financial goals such as estate planning and generational gifting using trusts, Trusteed IRAs, and GRATs. He supports clients in planning for current and future income needs. William holds a Bachelor's Degree from Anderson University and is designated as a Personal Investment Advisor (PIA). He lives in Greenville, South Carolina, is a member of Westminster Presbyterian Church, and serves on the board at Anderson University.
CFP®, Series 63, Series 66
Seneca, SC
Edward Jones
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