Corbin Peter Briggs

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

• 08/2015 → 09/2020
  Assetmark Brokerage, Llc
  Chicago, IL
• 08/2015 → 09/2020
  Assetmark Financial, Inc.
  Chicago, IL
• 09/2020 → 05/2022
  Raymond James Financial Services, Inc
  St. Louis, MO
• 09/2020 → 05/2022
  Raymond James Financial Services Advisors, Inc
  St. Louis, MO
• 09/2020 → Present
  Steward Partners Investment Advisory Llc
  St. Louis, MO
• 09/2020 → Present
  Plaza Advisory Group Inc
  St. Louis, MO
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  St. Louis, MO

Previous Registrations

• 2020-09-21 → 2022-06-24
  Raymond James Financial Services Advisors, Inc
  St. Louis, MO
• 2015-12-09 → 2020-09-22
  Assetmark, Inc.
  Chicago, IL
  Concord, CA

Other Businesses

(1) Steward Partners Investment Advisory LLC - Investment advisory Services - 09/2020 - St. Louis, MO - 0/0 hr per month - Investment Adviser (2) Plaza Advisory Group; City/State: Saint Louis, MO; Nature of the Business: Support Company/DBA (Non-Owner); Position/Title: Associate/Employee; Investment Related: Yes; Start Date: 09/21/2020; Hours per month devoted to this business: 81; Hours per month devoted to this business during trading hours: 81; Description of duties: Investment Advisor. 3) World Pediatrics Project; Nature of Business: Non-profit; City/State: St. Louis, MO; Position: Board member; Duties: Fundraising; Start Date: 02/01/2023; Hrs/Mo devoted to this activity: 3-5; Hrs/Mo devoted to this activity during trading hours: 0; Not investment related. 4) First Tee; Nature of Business: Young Ambassador's; City/State: St. Louis, MO; Position: Board Member; Duties: Fundraising; Start Date: 02/01/2022; Hrs/Mo devoted to this activity: 2; Hrs/Mo devoted to this activity during trading hours: 0: Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-09

Designations

• Certified Financial Planner

Other Names

• Corbin Peter Briggs
• Corey Peter Briggs