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Steward Partners Investment Advisory, LLC CRD 283004
$36.7B regulatory AUM 9,667 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-13 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyview Investment Advisors Llc | Shrewsbury | NJ | 01/2010 | 10/2016 |
| Lincoln Financial Securities Corporation / Osaic Fs | Philadelphia | PA | 11/2016 | 02/2025 |
| Lincoln Financial Advisors Corporation / Osaic Fa | Philadelphia | PA | 11/2016 | 02/2025 |
| Lincoln Financial Advisors & Securities / Osaic Fa & Fs | Philadelphia | PA | 11/2016 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 07/2026 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 07/2026 |
| Steward Partners Global Advisory, Llc | Yardley | PA | 07/2026 | Present |
| Steward Partners Investment Advisory, Llc | Yardley | PA | 07/2026 | Present |
| Steward Partners Investment Solutions, Llc | Yardley | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2012-10-09 |
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