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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-25 |
| NJ | RA | APPROVED | 2021-09-29 |
| TX | RA | APPROVED | 2021-09-28 |
Branch Locations
73 Grove Street, Somerville, NJ 08876 • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Bedminister | NJ | 01/2016 | 08/2019 |
| Raymond James Financial Services, Inc. | Somerville | NJ | 08/2019 | 05/2022 |
| Raymond James Financial Services Advisors, Inc. | Somerville | NJ | 08/2019 | 09/2021 |
| Steward Partners Investment Advisory, Llc | Somerville | NJ | 09/2021 | Present |
| Ibrahim Wealth Advisory Group Affiliated With Steward Partners | Somerville | NJ | 09/2021 | Present |
| Steward Partners Investment Solutions, Llc | Somerville | NJ | 05/2022 | Present |
(1)Name of Business: Ibrahim Wealth Advisory Group Address: 73 Grove St, Somerville, NJ, 08876, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
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