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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
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
  • LA RA
    APPROVED
    Since 2024-01-22
  • FL RA
    APPROVED
    Since 2024-01-03
  • TX RA
    APPROVED_RES
    Since 2023-05-26
  • MD RA
    APPROVED
    Since 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

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
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
  • 03/2015 → 05/2022
    Raymond James Financial Services
    Bethesda, MD
  • 03/2015 → 12/2017
    Philleo & Ialeggio Wealth Strategies
    Bethesda, MD
  • 03/2015 → Present
    Steward Partners Global Advisory
    Bethesda, MD
  • 01/2016 → Present
    Bethesda, MD
  • 05/2022 → Present
    Steward Partners Investment Solutions, Llc
    Bethesda, MD
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-07
  • S66 Uniform Combined State Law Examination
    2016-04-07
Designations

View on SEC IAPD

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