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Eric Wayne Powell

Steward Partners Investment Advisory, LLC

Stamford, CT

Largo, FL

Palm Harbor, FL

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-05
FL RA APPROVED 2026-05-07
  • TX RA
    APPROVED_RES
    Since 2026-06-05
  • FL RA
    APPROVED
    Since 2026-05-07

Branch Locations

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

2300 Tall Pine Drive, Largo, FL 33771 • United States

Palm Harbor, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Lakeland FL 07/2015 05/2017
Core Wealth Advisors, Inc. Lakeland FL 05/2017 07/2018
Rightplan Financial Planning And Investments, Llc Lakeland FL 06/2018 11/2023
Jazz Wealth Managers, Inc. Largo FL 03/2022 04/2026
Steward Partners Global Advisory, Llc Largo FL 05/2026 Present
Steward Partners Investment Advisory, Llc Largo FL 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-02
  • S66 Uniform Combined State Law Examination
    2015-09-02
Other Names
  • Eric W Powell

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
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