Phillip Michael Kline
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.
Phillip Michael Kline is an investment adviser representative with Steward Partners Investment Advisory, LLC in Land O' Lakes, FL, where they have been registered since 2022. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida, Louisiana, and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Louisiana, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- USAA Financial Advisors, Inc.Oct 2014 – Oct 2017Tampa, FL
- USAA Financial Planning ServicesOct 2014 – Oct 2017Tampa, FL
- Raymond James Financial Services, Inc.Oct 2017 – Dec 2018St. Petersburg, FL
- Raymond James Financial Services Advisors Inc.Nov 2017 – Dec 2018St. Petersburg, FL
- Raymond James & Associates, IncDec 2018 – Sep 2021Saint Petersburg, FL
- Charles Schwab & Co., Inc.Sep 2021 – May 2022St Petersburg, FL
- Charles Schwab Bank, SSBSep 2021 – May 2022St Petersburg, FL
- Raymond James Financial Services, Inc.May 2022 – May 2022Lutz, FL
- Steward Partners Investment Advisory, LLCMay 2022 – no end date reportedLutz, FL
- Steward Partners Global Advisory, LLCMay 2022 – no end date reportedLutz, FL
- Steward Partners Investment Solutions, LLCMay 2022 – no end date reportedLutz, FL
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
Showing 12 of 460 in the directory
Similar advisors in Land O' Lakes, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Phillip Michael Kline 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched