Mark
Guenard
Steward Partners Investment Advisory, LLC
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About this Advisor
Mark Guenard is a financial advisor based in Columbus, Ohio, working with Steward Partners Investment Advisory, LLC. Mark has previously worked at Alps Fund Services, Columbia Management Investment Distributors Inc, Lincoln Douglas Investments, LLC, Saling, Simms, Associates, Inc, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio, Texas, and Virginia. Currently, Mark is part of Steward Partners Investment Advisory, LLC, which operates out of Columbus, Ohio. The firm has 111 offices and 591 employees. Steward Partners Investment Advisory, LLC manages assets totaling $24.8 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including 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
Mark Guenard Work History
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Saling, Simms, Associates, Inc
Lincoln Douglas Investments, LLC
Columbia Management Investment Distributors Inc
Alps Fund Services
Disclosures
Please visit the SEC profile of Mark Guenard 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
Anderson, SC
Bethesda, MD
Mequon, WI
Marietta, GA
Clearwater, FL
Austin, TX
New York, NY
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