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Steward Partners Investment Advisory, LLC CRD 283004
$36.7B regulatory AUM 9,667 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-12 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
15495 Sw Sequoia Parkway Suite 150, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Investment Solutions, Llc | Portland | OR | 04/2009 | Present |
| Steward Partners Global Advisory, Llc | Portland | OR | 04/2021 | Present |
| Steward Partners Investment Advisory, Llc | Portland | OR | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-05 |
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