Stephen Scholl Philleo

Current Employers

Employment History

• 03/2015 → 05/2022
  Raymond James Financial Services
  Bethesda, MD
• 03/2015 → 05/2022
  Raymond James Financial Services Advisors Inc.
  Bethesda, MD
• 03/2015 → Present
  Steward Partners Global Advisory
  Bethesda, MD
• 01/2016 → Present
  Steward Partners Investment Advisory, Llc
  Bethesda, MD
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Bethesda, MD

Previous Registrations

• 2015-03-19 → 2016-12-08
  Raymond James Financial Services Advisors, Inc
  Bethesda, MD
• 2009-06-01 → 2015-03-26
  Morgan Stanley
  Bethesda, MD
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bethesda, MD
• 1994-04-14 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bethesda, MD
  Bethesda, MD

Other Businesses

(1)Name of Business: Philleo Private Wealth Management Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/11/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: South Crestone Creek LLC Address: 6212 Redwing Ct, Bethesda, MD, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: No Start Date: 05/17/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family Partnership created to hold inherited undeveloped property in Crestone, CO. I am the Managing member. (3)Name of Business: Steward Partners Global Advisory Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/28/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Install insurance products listed (4)Name of Business: Steward Partners Investment Advisory LLC Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 01/14/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory services for clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-13
• S63 Uniform Securities Agent State Law Examination
  1993-02-24

Designations