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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 | 2025-09-11 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bci Securities, Inc. | Miami | FL | 03/2018 | 09/2025 |
| Barrett Strategic Consulting | Los Angeles | CA | 02/2016 | 02/2018 |
| Steward Partners Global Advisory, Llc | San Ramon | CA | 09/2025 | Present |
| Steward Partners Investment Advisory, Llc | San Ramon | CA | 09/2025 | Present |
| Steward Partners Investment Solutions, Llc | San Ramon | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
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