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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 | 2024-04-02 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1800 Tysons Blvd Suite 360, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caves Valley Golf Club | Owings Mills | MD | 04/2014 | 11/2017 |
| Caves Valley Golf Club | Owings Mills | MD | 04/2018 | 11/2020 |
| Learn Behavioral | Sparks Glencoe | MD | 03/2021 | 10/2021 |
| Carroll Community College | Westminster | MD | 08/2017 | 05/2019 |
| University Of Maryland | College Park | MD | 08/2019 | 05/2021 |
| Nylife Securities Llc. | Timonium | MD | 02/2022 | 06/2023 |
| New York Life Insurance Company | Timonium | MD | 01/2022 | 06/2023 |
| Unemployed | Manchester | MD | 10/2021 | 01/2022 |
| Steward Partners Global Advisory, Llc | Mclean | VA | 06/2023 | Present |
| Steward Partners Investment Solutions, Llc | Mclean | VA | 06/2023 | Present |
| Steward Partners Investment Advisory, Llc | Mclean | VA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-10 |
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