Best Investors Account Sign in
Inactive

Haley Christine Mckay-Daily Tibbitts

Steward Partners Investment Advisory, LLC

Largo, FL

Stamford, CT

Clearwater, FL

Claim This Profile
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 2026-06-09
FL RA APPROVED 2026-05-06
  • TX RA
    APPROVED_RES
    Since 2026-06-09
  • FL RA
    APPROVED
    Since 2026-05-06

Branch Locations

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

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

Clearwater, 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
Jazz Wealth Managers, Inc. Largo FL 03/2022 04/2026
The Tiki Tavern Safety Harbor FL 06/2020 03/2022
Cafe Ponte Clearwater FL 10/2019 05/2020
Bubba Gump Madeira Beach FL 12/2018 10/2019
The Salad Shop Clearwater FL 08/2018 12/2018
Seminole Lanes Seminole FL 01/2017 08/2018
Seminole High School Seminole FL 08/2014 05/2019
Steward Partners Global Advisory, Llc Largo FL 05/2026 Present
Steward Partners Investment Advisory, Llc Largo FL 05/2026 Present
  • 03/2022 → 04/2026
    Jazz Wealth Managers, Inc.
    Largo, FL
  • 06/2020 → 03/2022
    The Tiki Tavern
    Safety Harbor, FL
  • 10/2019 → 05/2020
    Cafe Ponte
    Clearwater, FL
  • 12/2018 → 10/2019
    Bubba Gump
    Madeira Beach, FL
  • 08/2018 → 12/2018
    The Salad Shop
    Clearwater, FL
  • 01/2017 → 08/2018
    Seminole Lanes
    Seminole, FL
  • 08/2014 → 05/2019
    Seminole High School
    Seminole, FL
  • 05/2026 → Present
    Steward Partners Global Advisory, Llc
    Largo, FL
  • 05/2026 → Present
    Steward Partners Investment Advisory, Llc
    Largo, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-28
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28
Other Names
  • Haley Tibbitts
  • Haley Mckay-Daily Tibbitts

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE HERZFELD GROUP
PFS INVESTMENTS INC.

Other Investors

BRIAN CHRISTOPHER TULINSKI
FORREST BRITT BARR
Destiny Kunzig Lozano
MICHAEL COSTELLO
DAWN SUSANNE DEMERS
MALCOLM DAVID WALKER
MARC ALLEN WILKINS
Dustin Winship Henderson

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · LARGO, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Largo, FL
CETERA INVESTMENT ADVISERS LLC · LARGO, FL
KESTRA ADVISORY SERVICES, LLC · Largo, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Largo, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LARGO, FL
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Largo, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LARGO, FL

More in Largo, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor