Erik Joseph Mathieson

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

• 06/2014 → 05/2022
  Raymond James Financial Services,Inc
  New York, NY
• 06/2014 → Present
  Steward Partners Global Advisory, Llc
  Stamford, CT
• 06/2014 → 05/2022
  Raymond James Financial Services Advisors Inc.
  New York, NY
• 01/2016 → Present
  Steward Partners Investment Advisory, Llc
  Stamford, CT
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Stamford, CT

Previous Registrations

• 2014-08-04 → 2016-12-08
  Raymond James Financial Services Advisors, Inc
  New York, NY
  New York, NY

Other Businesses

1.Name of Business : Steward Partners Global Advisory Address: 140 E 45th St Fl 36,New York, NY Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 06/26/2017 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Install insurance products listed 2. Steward Partners Investment Advisory LLC - Address: New York, NY - Nature of the Business: Independent RIA - Position/Title: Investment Adviser - Investment Related: Yes - Start Date: 01/14/2016 - Hours per month devoted to this business: 0 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Provide Financial Advisory services

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-21
• S63 Uniform Securities Agent State Law Examination
  1992-04-02

Other Names

• Erik Joseph Matnieson