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Molly Townsend

Steward Partners Investment Advisory, LLC

New York, NY

Brooklyn, NY

East Hampton, NY

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
NY RA APPROVED 2026-06-05
TX RA APPROVED 2026-06-05
  • NY RA
    APPROVED
    Since 2026-06-05
  • TX RA
    APPROVED
    Since 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

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 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
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-12-14
  • S63 Uniform Securities Agent State Law Examination
    2010-12-14
Designations
Other Names
  • Molly Anne Helgren

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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