Raleigh, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$34,708,115,502
ClientsTotal clients
41,723
AdvisorsAdvisors at this office
2
Of 472 advisors across 166 offices
Location
4509 Creedmoor Road, Suite 201
Raleigh NC 27612
Advisors at this office
2
Advisors at this office
Blake C
ChFC®, Series 66
Raleigh, NC
Steward Partners Investment Advisory, LLC
Blake Cason is a ChFC® credentialed financial advisor with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2026, he worked for Edward Jones for 12 years. Outside of his advisory role, he owns a vacation rental property in Beaufort, North Carolina. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.
Alan S
CFP®, Series 63, Series 66
Raleigh, NC
Steward Partners Investment Advisory, LLC
Alan Segal is a CFP® with 35 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior experience includes nearly two decades at Ameriprise Financial Services, Inc. and Ameriprise. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through investment advisory, financial planning, and managed account programs.
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