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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
FL RA APPROVED 2026-02-05
  • FL RA
    APPROVED
    Since 2026-02-05

Branch Locations

1000 Se Monterey Commons Blvd Suite 202, Stuart, FL 34996 • 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
Scottrade, Inc. Melbourne FL 12/2007 02/2018
Td Ameritrade, Inc. Melbourne FL 02/2018 09/2019
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 09/2019
Raymond James & Associates Inc Melbourne FL 07/2020 02/2026
Unemployed Palm Bay FL 09/2019 07/2020
Steward Partners Global Advisory, Llc Stuart FL 02/2026 Present
Steward Partners Investment Advisory, Llc Stuart FL 02/2026 Present
Steward Partners Investment Solutions, Llc Stuart FL 02/2026 Present
  • 12/2007 → 02/2018
    Scottrade, Inc.
    Melbourne, FL
  • 02/2018 → 09/2019
    Td Ameritrade, Inc.
    Melbourne, FL
  • 02/2018 → 09/2019
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 07/2020 → 02/2026
    Melbourne, FL
  • 09/2019 → 07/2020
    Unemployed
    Palm Bay, FL
  • 02/2026 → Present
    Steward Partners Global Advisory, Llc
    Stuart, FL
  • 02/2026 → Present
    Stuart, FL
  • 02/2026 → Present
    Steward Partners Investment Solutions, Llc
    Stuart, FL
Previous Registrations
  • 2020-07-15 → 2026-02-03
    Melbourne, FL
    St. Petersburg, FL
    Stuart, FL
  • 2018-02-28 → 2019-09-11
    Td Ameritrade, Inc.
    Melbourne, FL
  • 2018-02-26 → 2019-09-11
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Melbourne, FL
  • 2017-09-25 → 2018-02-26
    Scottrade Investment Management
    Melbourne, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-20
S63 Uniform Securities Agent State Law Examination 2009-07-07
  • S66 Uniform Combined State Law Examination
    2017-09-20
  • S63 Uniform Securities Agent State Law Examination
    2009-07-07
Other Names
  • Claudia Louise Stevens
  • Claudia Louise Young
  • Claudia L Hubbs

View on SEC IAPD

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