Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
31yrs
Eric Beiley
Financial advisor at Steward Partners Investment Advisory
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
Office400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowSteward Partners Investment Advisory, LLCCurrent firm
- Mar 2016 – Dec 2016Raymond James Financial Services Advisors, Inc.Previously
- Jun 2014 – Mar 2016Morgan StanleyPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Steward Partners Investment Advisory at 866-694-7769 and ask for Eric Beiley. Eric works from the Stamford, CT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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