Lindsay Marie Battershell

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 09/2017
  Mid Atlantic Financial Managment, Inc.
  Akron, OH
• 07/2010 → 09/2017
  Mid Atlantic Capital Corporation
  Akron, OH
• 09/2017 → 03/2020
  Ameriprise Financial Services Inc.
  North Canton, OH
• 03/2020 → 08/2025
  Ameriprise Financial Services, Llc
  North Canton, OH
• 08/2025 → Present
  Steward Partners Investment Solutions, Llc
  North Canton, OH
• 08/2025 → Present
  Steward Partners Investment Advisory, Llc
  North Canton, OH
• 08/2025 → Present
  Steward Partners Global Advisory, Llc
  North Canton, OH

Previous Registrations

• 2017-09-25 → 2025-08-14
  Ameriprise Financial Services, Llc
  North Canton, OH
  Canton, OH
• 2010-07-15 → 2017-09-25
  Mid Atlantic Financial Management, Inc.
  Akron, OH
• 2010-04-30 → 2010-07-19
  Ubs Financial Services Inc.
  Canton, OH

Other Businesses

1) Name of Business: Mary Kay Cosmetics; City/State: Canton, OH; Activity Type: Business Ownership; Position/Title: Independent Consultant; Investment-related: No; Start Date: 03/07/2023; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Contact potential buyers of Mary Kay cosmetic products and provide knowledge and sales of the products.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-21

Designations

• Certified Financial Planner

Other Names

• Lindsay Marie Boyce
• Lindsey Boyce
• Lindsay M Boyce
• Lindsay Battershell