Christina Ann Elam

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 07/2020
  Ubs Financial Services Inc
  Clearwater, FL
• 07/2020 → 05/2022
  Raymond James Financial Services, Inc.
  Clearwater, FL
• 07/2020 → Present
  Steward Partners Global Advisory, Llc
  Clearwater, FL
• 07/2020 → Present
  Steward Partners Investment Advisory, Llc
  Clearwater, FL
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Clearwater, FL

Previous Registrations

• 2013-06-27 → 2020-07-09
  Ubs Financial Services Inc.
  Clearwater, FL
  Roanoke, VA
  St. Petersburg, FL
  Clearwater, FL

Other Businesses

1) Steward Partners Investment Advisory, LLC. - Investment related. - Independent RIA . - Clearwater, FL. - Started: 07/2020. - Administration - 0 hrs. per month - 0 during trading hrs. - Administration Support 2) Steward Partners Global Advisory, LLC. - Investment related. - Insurance business. - Clearwater, FL. - Started: 07/2020. - 0 hrs. per month - 0 during trading hrs.- Insurance Agent. - 3) Blue Water Wealth Management - Clearwater, FL - Support Company/DBA (Owner) - Not Investment Related - Start: 7/2020 - Hours per month devoted to this business: 0 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Wealth Management Associate

Exams

• S66 Uniform Combined State Law Examination
  2013-02-09

Other Names

• Christina Ann Miller
• Christina Ann Ann Miller