Overview

Advisors looking for a bridge to retirement, get paid to come to Steward Partners, work from home or in our office in downtown Albany, payout a level 50% on all business, receive payments for a period to be determined in retirement. All employees are partners and receive equity which vests over 7 years. I work in a two-man team formed in June of 2023 and am 66 years of age, my partner is 38. Asset and production figures do not include my partners numbers, which are slighty higher than mine.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...