Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-04-07 |
| NH | RA | APPROVED | 2018-04-26 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States
Greenland, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Portsmouth | NH | 07/2008 | 04/2018 |
| Raymond James Financial Services, Inc. | Portsmouth | NH | 04/2018 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 04/2018 | Present |
| Steward Partners Global Advisory, Llc | Portsmouth | NH | 04/2018 | Present |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 05/2022 | Present |
(1)Name of Business: Snyder, Kenneth and Wendy Address: 145 Maplewood Ave, Suite 100, Portsmouth, NH, 03801, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: No Start Date: 08/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities as of right now, successor trustee upon death of trustees (my parents). (2)Name of Business: Steward Partners Global Advisory Address: 29 Maplewood Ave Ste C, Portsmouth, NH, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 04/26/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Install insurance products listed (3)Name of Business: Steward Partners Investment Advisory LLC Address: 29 Maplewood Ave Ste C, Portsmouth, NH, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: No Start Date: 04/26/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Investment Advisor Representative, provide advisory services for clients. (4)Name of Business: The Sedoric Group Address: 145 Maplewood Ave, Suite 100, Portsmouth, NH, 03801, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide investment and planning advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
Reach out to this advisor