Best Investors Account Sign in

Kyle Thomas Martin

Steward Partners Investment Advisory, LLC

Stamford, CT

Birmingham, AL

Claim This Profile
Current Employers
Steward Partners Investment Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-08-03
LA RA APPROVED 2026-08-03
TX RA APPROVED 2026-08-03
  • AL RA
    APPROVED
    Since 2026-08-03
  • LA RA
    APPROVED
    Since 2026-08-03
  • TX RA
    APPROVED
    Since 2026-08-03

Branch Locations

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

1 Perimeter Park S Suite 100N, Birmingham, AL 35243 • 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 & Associates, Inc. Birmingham AL 02/2013 08/2026
Steward Partners Global Advisory, Llc Birmingham AL 08/2026 Present
Steward Partners Investment Advisory, Llc Birmingham AL 08/2026 Present
Steward Partners Investment Solutions, Llc Brimingham AL 08/2026 Present
Previous Registrations
  • 2013-02-13 → 2026-08-03
    Raymond James & Associates, Inc.
    Birmingham, AL
    Birmingham, AL
  • 2007-11-09 → 2013-02-13
    Morgan Keegan & Company, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-08
S63 Uniform Securities Agent State Law Examination 2007-09-21
  • S65 Uniform Investment Adviser Law Examination
    2007-11-08
  • S63 Uniform Securities Agent State Law Examination
    2007-09-21

View on SEC IAPD

Other Firms

COUNTERPOINTE INVESTMENT MANAGEMENT LLC
K2/D&S MANAGEMENT CO., L.L.C.
LONGRANGE CAPITAL, L.P.
DWM ASSET MANAGEMENT, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CONCENTRIC CAPITAL STRATEGIES L.P.
INTEGRA GLOBAL ADVISORS LLC
MEASURE 8 VENTURE PARTNERS

Other Investors

CLAUDINE ANTOINETTE SPENCE
RONALD JOHN SCHULER
PAUL JON ACKERLEY
PATRICK J MCSTAY
LENNY CASTAGNA
SCOTT MICHAEL BARTONE
Anthony Vollmer
Kristen Sue Clark

Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor