Izzy Robledo
Founding Partner, Associate Managing Director and Senior Registered Client Administrative Manager
Izzy Joins Steward Partners Global Advisory, LLC as a Founding Partner, Associate Managing Director and Senior Registered Client Administrative Manager in the New York, NY office. Izzy was a Wealth Management Associate and Financial Planning Specialist at Morgan Stanley Wealth Management and its predecessor firm, Smith Barney for 12 years prior to joining Steward Partners. Izzy has over twenty years of industry experience and has worked with Eric for fifteen years. He works diligently with clients to handle all of their day to day cash management and customer service needs. Eric attributes his continued success and growth, to the team chemistry he and Izzy have developed to handle their large and diverse client base. He holds the Series 7, Series 63 and Series 66 securities licenses.
When not in the office Izzy enjoys working out, staying active and competing in CrossFit events. He currently resides in Secaucus, NJ