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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-10 |
| WI | RA | APPROVED | 2024-06-10 |
Branch Locations
2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 04/2016 | 07/2023 |
| Bank Of America, N.A | Walnut Creek | CA | 01/2020 | 07/2023 |
| Steward Partners Investment Solutions, Llc | Walnut Creek | CA | 07/2023 | Present |
| Vantage Point Private Wealth Llc | Walnut Creek | CA | 07/2023 | 05/2025 |
| Steward Partners Investment Advisory, Llc | Walnut Creek | CA | 06/2024 | Present |
| Vpcalco, Llc | Walnut Creek | CA | 05/2025 | Present |
1)VANTAGE POINT PRIVATE WEALTH; FINANCIAL SERVICES DBA; WALNUT CREEK, CA; EMPLOYEE; 2023-07; NON-INVESTMENT RELATED; 0 HR/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-18 |
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