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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
99 Park Avenue Suite 1910, New York, NY 10016 • United States
Brooklyn, NY • United States
East Hampton, NY • 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 |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | New York | NY | 06/2026 | Present |
| Steward Partners Investment Advisory, Llc | New York | NY | 06/2026 | Present |
| Steward Partners Investment Solutions, Llc | New York | NY | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/2014 | 12/2016 |
| Bank Of America, N.A. | New York | NY | 01/2015 | 12/2016 |
| Ubs Financial Services Inc. | New York | NY | 12/2016 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-14 |
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