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Macgregor Maitland

Steward Partners Investment Advisory, LLC

New Boston, NH

Stamford, CT

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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
NH RA APPROVED 2024-06-10
  • NH RA
    APPROVED
    Since 2024-06-10

Branch Locations

New Boston, NH • 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
Signator Investors, Inc Boston MA 04/2016 04/2018
Commonwealth Financial Network Waltham MA 04/2018 11/2018
Lincoln Financial Advisors Concord NH 11/2018 03/2022
Lincoln Financial Securities Corporation Concord NH 11/2018 03/2022
Steward Partners Global Advisory, Llc New Boston NH 03/2022 Present
Steward Partners Investment Solutions, Llc New Boston NH 03/2022 Present
Steward Partners Investment Advisory, Llc New Boston NH 06/2024 Present
  • 04/2016 → 04/2018
    Signator Investors, Inc
    Boston, MA
  • 04/2018 → 11/2018
    Commonwealth Financial Network
    Waltham, MA
  • 11/2018 → 03/2022
    Lincoln Financial Advisors
    Concord, NH
  • 11/2018 → 03/2022
    Lincoln Financial Securities Corporation
    Concord, NH
  • 03/2022 → Present
    Steward Partners Global Advisory, Llc
    New Boston, NH
  • 03/2022 → Present
    Steward Partners Investment Solutions, Llc
    New Boston, NH
  • 06/2024 → Present
    Steward Partners Investment Advisory, Llc
    New Boston, NH
Previous Registrations
  • 2018-11-28 → 2022-03-18
    Osaic Fa, Inc.
    Concord, NH
    Concord, NH
    Hartford, CT
    New Boston, NH
    Radnor, PA
    Concord, NH
    Concord, NH
  • 2018-04-13 → 2018-11-13
    Commonwealth Financial Network
    Waltham, MA
  • 2016-04-22 → 2018-04-09
    Signator Investors, Inc.
    Boston, MA
  • 2011-03-17 → 2016-04-19
    Osaic Fs, Inc.
    Concord, NH
    Concord, NH
  • 2003-09-26 → 2004-02-03
    Eastern Point Advisors Inc.
  • 2002-09-20 → 2003-01-04
    Ameriprise Financial Services, Llc
    Bedford, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-19
S63 Uniform Securities Agent State Law Examination 2001-03-03
  • S65 Uniform Investment Adviser Law Examination
    2002-09-19
  • S63 Uniform Securities Agent State Law Examination
    2001-03-03
Other Names
  • Gregor Maitland
  • Macgregor Brian Maitland

View on SEC IAPD

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