San Antonio, TX Ih 10 W 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
3
Of 476 advisors across 167 offices
Location
17806 Ih 10 W, Suite 300
San Antonio TX 78257
Advisors at this office
3
Advisors at this office
David C
CFP®, Series 63, Series 65
San Antonio, TX
Steward Partners Investment Advisory, LLC
David Cohn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James & Associates and Wells Fargo Advisors. Outside of his advisory work, he is a partner in investment-related businesses, including Cabo Luxury Rentals and Lorenzo Einstein LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.
Valerie B
Series 63, Series 65
San Antonio, TX
Steward Partners Investment Advisory, LLC
Valerie Beabout is a financial advisor at Steward Partners Investment Advisory, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Wells Fargo Advisors. She also serves as an uncompensated trustee for a family trust. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations with a range of investment advisory and financial planning services.
Zachary M
CFP®, Series 66
San Antonia, TX
Steward Partners Investment Advisory, LLC
Zachary Mc Cown is a CFP® with nine years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James and Associates and Edward Jones. He also has a background outside finance in the hospitality industry with Cotton Patch Cafe and in education at Tarleton State University. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.
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