James
Rice
Steward Partners Investment Advisory, LLC
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About this Advisor
James Rice is a financial advisor based in New York, New York, working with Steward Partners Investment Advisory, LLC. James has previously held positions at Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, Confluent Medical Technologies, General Dynamics Electric Boat, University Of New Hampshire, Lockheed Martin, Odds And Ends Painting, and Steward Partners Investment Advisory, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire and Texas. Currently, James is part of Steward Partners Investment Advisory, LLC, which operates out of New York, New York. The firm has 111 offices and 591 employees. The firm manages assets totaling $24.8 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$24,754,104,885
591
54,866
$451,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
James Rice Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Confluent Medical Technologies
General Dynamics Electric Boat
University Of New Hampshire
Lockheed Martin
University Of New Hampshire
Lockheed Martin
University Of New Hampshire
Odds And Ends Painting
Disclosures
Please visit the SEC profile of James Rice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steward Partners Investment Advisory, LLC
Portsmouth, NH
New York, NY
Keene, NH
New York, NY
Tigard, OR
Shreveport, LA
New York, NY
Shreveport, LA
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