Steven Michael Partyka

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2009 → 08/2024
  Raymond James & Associates
  Auburn Hills, MI
• 08/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Troy, MI
• 08/2024 → Present
  Raymond James Financial Services, Inc.
  Troy, MI

Previous Registrations

• 2010-09-27 → 2024-08-07
  Raymond James & Associates, Inc.
  Auburn Hills, MI
• 2004-08-13 → 2006-12-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  Farmington Hills, MI

Other Businesses

(1)Name of Business: New City Presbyterian Church Address: 2441 Pinecrest Dr, Ferndale, MI, 48220, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 07/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an the Finance Committee of my church. I assist the head of the committee with reviewing the annual budget. When applicable we present proposals to the Board for ways to cut spending. (2)Name of Business: Partyka Private Wealth Management Address: 801 W Big Beaver Rd Ste 300, Troy, MI, 48084-4725, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. This is my DBA for my RJFS business. (3)Name of Business: Partyka Private Wealth Management Address: 801 W. Big Beaver Rd Suite 300, Troy, MI, 48084, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I will be a Financial Advisor under the RJFS platform

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-03
• S63 Uniform Securities Agent State Law Examination
  1995-07-19

Designations

• Certified Financial Planner

Other Names

• Steve Partyka