Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
47yrs
Karol Turner
Financial advisor at Steward Partners Investment Advisory
At a glance
Experience47 years (since 1980)
How that compares ?Top advisor by experience at Steward Partners Investment Advisory
Office400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
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
- Nov 2024 – nowSteward Partners Investment Advisory, LLCCurrent firm
- 2007 – 2024Ameriprise Financial Services, LLCPreviously
- 2004 – 2007Ryan Beck & Co.Previously
Questions to ask Karol
Tailored to Karol’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 Karol
How do I contact Karol?
Call Steward Partners Investment Advisory at 866-694-7769 and ask for Karol Turner. Karol works from the Stamford, CT office.
How long has Karol been a financial advisor?
Karol has been in the industry since 1980, about 47 years. Top advisor by experience at Steward Partners Investment Advisory.
What licenses does Karol hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Karol a fiduciary?
Karol is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Karol paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Karol 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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