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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 2024-12-03
TX RA APPROVED 2024-10-18
  • FL RA
    APPROVED
    Since 2024-12-03
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

600 Cleveland Street Suite 1150, Clearwater, FL 33755 • 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
Steward Partners Global Advisory, Llc Clearwater FL 06/2024 Present
Steward Partners Investment Solutions, Llc Clearwater FL 06/2024 Present
Steward Partners Global Advisory, Llc Clearwater FL 05/2018 06/2018
Evolution Africa Capital Capetown 07/2018 08/2018
Brandeis University Waltham MA 08/2017 05/2021
Brandeis International School Of Business Waltham MA 08/2021 05/2022
Nasdaq New York NY 06/2022 07/2022
Third Bridge Group Limited New York NY 08/2022 11/2023
Anderson Partners/Nestle Water Braintree MA 06/2021 07/2021
Svs Securities Plc London 05/2019 07/2019
Progressive Investors Network Wellesley MA 01/2019 05/2019
Berkeley Preparatory School Tampa FL 08/2014 05/2017
Pacer Etfs Malvern PA 07/2020 08/2020
Unemployed New York NY 12/2023 05/2024
Steward Partners Investment Advisory, Inc Clearwater FL 10/2024 Present
  • 06/2024 → Present
    Steward Partners Global Advisory, Llc
    Clearwater, FL
  • 06/2024 → Present
    Steward Partners Investment Solutions, Llc
    Clearwater, FL
  • 05/2018 → 06/2018
    Steward Partners Global Advisory, Llc
    Clearwater, FL
  • 07/2018 → 08/2018
    Evolution Africa Capital
    Capetown
  • 08/2017 → 05/2021
    Brandeis University
    Waltham, MA
  • 08/2021 → 05/2022
    Brandeis International School Of Business
    Waltham, MA
  • 06/2022 → 07/2022
    Nasdaq
    New York, NY
  • 08/2022 → 11/2023
    Third Bridge Group Limited
    New York, NY
  • 06/2021 → 07/2021
    Anderson Partners/Nestle Water
    Braintree, MA
  • 05/2019 → 07/2019
    Svs Securities Plc
    London
  • 01/2019 → 05/2019
    Progressive Investors Network
    Wellesley, MA
  • 08/2014 → 05/2017
    Berkeley Preparatory School
    Tampa, FL
  • 07/2020 → 08/2020
    Pacer Etfs
    Malvern, PA
  • 12/2023 → 05/2024
    Unemployed
    New York, NY
  • 10/2024 → Present
    Steward Partners Investment Advisory, Inc
    Clearwater, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-17
  • S66 Uniform Combined State Law Examination
    2024-10-17
Other Names
  • Andy Hoffman
  • Andrew Hoffman

View on SEC IAPD

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