Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
419 advisors
Number of Clients
31,228 clients
Average Client Portfolio
$793K average
Assets Under Management
$24.8B

Fee Structure

Minimum Investment:$10K

Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

1776 I St. Nw, Ste. 700, Washington, DC, 20006

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alina is an associate/employee at Legacy Wealth Partners, a support company, and an advisor at Steward Partners Investment Advisory LLC. She dedicates minimal time to both roles.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 3 yrs 8 mos
Steward Partners Investment Solutions, LLC
May 2022 - Present · 3 yrs 8 mos
Steward Partners Investment Advisory, LLC
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2015 - December 2016 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
September 2013 - May 2022 · 8 yrs 8 mos
Morgan Stanley
November 2010 - October 2013 · 2 yrs 11 mos
Morgan Stanley Broker
June 2009 - October 2013 · 4 yrs 4 mos
Citigroup Global Markets INC. Broker
March 2005 - June 2009 · 4 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2003 - December 2004 · 1 yr 5 mos
State Registrations23 states
AZCACOCTDCDEFLGAKYMAMDMINCNENHNMNYOHPASCTXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alina Madeleine Seminaro - Financial Advisor | AdvisorDiscover