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Alex David Robert

Steward Partners Investment Advisory, LLC

Portland, ME

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
ME RA APPROVED 2026-01-02
  • ME RA
    APPROVED
    Since 2026-01-02

Branch Locations

16 Middle Street Suite 501B, Portland, ME 04101 • 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 Portland ME 09/2025 Present
Steward Partners Investment Solutions, Llc Portland ME 10/2025 Present
Alphasights New York NY 07/2024 08/2025
Cape Cod National Brewster MA 06/2022 08/2022
Martindale Country Club Auburn ME 06/2016 08/2018
State Street Global Advisors Boston MA 06/2023 08/2023
Student Hartford CT 08/2023 07/2024
Student Hartford CT 08/2022 06/2023
Student Hartford CT 08/2020 06/2022
Student Deerfield MA 09/2018 08/2020
Student Lewiston ME 09/2015 06/2018
Steward Partners Investment Advisory, Llc Portland ME 12/2025 Present
  • 09/2025 → Present
    Steward Partners Global Advisory, Llc
    Portland, ME
  • 10/2025 → Present
    Steward Partners Investment Solutions, Llc
    Portland, ME
  • 07/2024 → 08/2025
    Alphasights
    New York, NY
  • 06/2022 → 08/2022
    Cape Cod National
    Brewster, MA
  • 06/2016 → 08/2018
    Martindale Country Club
    Auburn, ME
  • 06/2023 → 08/2023
    State Street Global Advisors
    Boston, MA
  • 08/2023 → 07/2024
    Student
    Hartford, CT
  • 08/2022 → 06/2023
    Student
    Hartford, CT
  • 08/2020 → 06/2022
    Student
    Hartford, CT
  • 09/2018 → 08/2020
    Student
    Deerfield, MA
  • 09/2015 → 06/2018
    Student
    Lewiston, ME
  • 12/2025 → Present
    Steward Partners Investment Advisory, Llc
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-18
  • S66 Uniform Combined State Law Examination
    2025-12-18

View on SEC IAPD

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Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

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