Erik James Andersen
Investment Adviser Representative at Steward Partners Investment Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erik James Andersen is an investment adviser representative with Steward Partners Investment Advisory, LLC in Paramus, NJ, where they have been registered since 2021. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bankers LIFE Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and Texas.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
- Broker:
13 states and territories
Arizona, Florida, Georgia, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bankers LIFE & CasualtyNov 2007 – Feb 2018Parsippany, NJ
- Bankers LIFE Securities, Inc.May 2016 – Feb 2018Parsippany, NJ
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 – Jun 2021Paramus, NJ
- BANK OF America, N.A.Apr 2018 – Jun 2021Paramus, NJ
- Raymond James Financial Services, IncJun 2021 – May 2022Paramus, NJ
- Steward Partners Global Advisory LLCJun 2021 – no end date reportedParamus, NJ
- Steward Partners Investment Advisory LLCJun 2021 – no end date reportedParamus, NJ
- Steward Partners Investment Solutions, LLCMay 2022 – no end date reportedParamus, NJ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Steward Partners Investment Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 460
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Stamford, CT
- SEC file number:
- 801-107426
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Steward Partners Investment Advisory, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erik James Andersen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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