Eric Beiley

Eric Beiley joined Steward Partners Global Advisory, LLC, as a Founding Partner, Executive Managing Director and Wealth Manager in the New York, NY office in March 2016. Prior to joining Steward Partners, Eric was an Executive Director, Financial Planning Specialist, Portfolio Manager and Wealth Advisor at Morgan Stanley Wealth management and its predecessor firm, Smith Barney, for over 20 years. Eric has been recognized for his achievements throughout his career. Since joining Steward Partners and its affiliation with Raymond James Financial Services, Eric qualified for Raymond James highest recognition council, *Chairman's Council, in 2017, 2018 and 2019. Eric was named one of the Top 400 Financial Advisors by the Financial Times** in 2019. He was also named a Best-In-State Wealth Advisor for New York City by Forbes in 2020.***

Eric graduated with a BA from Colgate University in Hamilton, NY, in 1994. He and his wife, Karen, reside in Riverside, CT, with their four kids. Eric is active in his local community coaching numerous kids' sports teams. He enjoys playing lacrosse, golf and tennis in his free time.

*Chairman's Council Membership is based on Prior Fiscal year production. Requalification is required annually.

**The Financial Times Top 400 Financial Advisors is an independent listing by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2019, roughly 960 applications were received and 400 were selected to the final list (41.7%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S.  The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance.  Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.  The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James.

***The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

These rankings may not be representative of any one client's experience, are not an endorsement, and are not indicative of an advisor's future performance. No fees are paid in exchange for these awards/ratings. Raymond James is not affiliated with the Financial Times, Forbes, or Shook Research.