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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-23
NH RA APPROVED 2016-03-23
  • TX RA
    APPROVED_RES
    Since 2022-01-23
  • NH RA
    APPROVED
    Since 2016-03-23

Branch Locations

145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Portsmouth NH 12/2013 05/2022
Steward Partners Global Advisory Llc Portsmouth NH 12/2013 Present
Raymond James Financial Services Advisors Inc. Portsmouth NH 12/2013 12/2016
Steward Partners Investment Advisory, Llc Portsmouth NH 01/2016 Present
Steward Partners Investment Solutions, Llc Portsmouth NH 05/2022 Present
Previous Registrations
  • 2013-12-10 → 2016-12-08
    Portsmouth, NH
    Portsmouth, NH
  • 2009-06-01 → 2013-12-12
    Middleton, MA
    Portsmouth, NH
    Portsmouth, NH
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Middleton, MA
    Manchester, NH
  • 2005-06-03 → 2007-04-02
    Morgan Stanley Dw Inc.
    Manchester, NH
    Manchester, NH
Other Businesses

(1)Name of Business: Highwater Wealth Group Address: 145 Maplewood Avenue, Portsmouth, NH, 03801, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Admin Mgr (2)Name of Business: Steward Partners Investment Advisory LLC Address: 145 Maplewood Ave, Ste 100, Portsmouth, NH, 03801, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 01/14/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: IAR assistant. Supporting IAR, providing admin services to IAR and clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-20
  • S66 Uniform Combined State Law Examination
    2005-05-20
Other Names
  • Anja Bijelic
  • Anja Vidacic
  • Anka Vidacio

View on SEC IAPD

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