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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-22 |
| FL | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED_RES | 2023-05-26 |
| MD | RA | APPROVED | 2016-04-20 |
Branch Locations
7550 Wisconsin Ave. Ste. 420, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Bethesda | MD | 03/2015 | 05/2022 |
| Philleo & Ialeggio Wealth Strategies | Bethesda | MD | 03/2015 | 12/2017 |
| Steward Partners Global Advisory | Bethesda | MD | 03/2015 | Present |
| Steward Partners Investment Advisory, Llc | Bethesda | MD | 01/2016 | Present |
| Steward Partners Investment Solutions, Llc | Bethesda | MD | 05/2022 | Present |
(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: 12/04/2018 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: Steward Partners Global Advisory Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/19/2015 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 (3) Name of Business: Steward Partners Investment Advisory LLC Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Independent RIA Position/Title: Associate/Employee,Partner Investment Related: Yes 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: Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-07 |
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