Sarah Payton Chatham Morgan

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → 09/2022
  Cornerstone Legacy Advisors Raymond James
  Guntersville, AL
• 01/2021 → 01/2022
  Unemployed
  Huntsville, AL
• 01/2018 → 12/2020
  Church Of The Highlands
  Huntsville, AL
• 02/2016 → 01/2018
  Church Of The Highlands
  Huntsville, AL
• 02/2016 → 01/2018
  Team Wealth Solutions Raymond James
  Guntersville, AL
• 09/2022 → 03/2024
  Raymond James Financial Services, Inc.
  Guntersville, AL
• 10/2022 → 03/2024
  Freedom Street Partners
  Guntersville, AL
• 02/2023 → 03/2024
  Raymond James Financial Services Advisors, Inc.
  Guntersville, AL
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Guntersville, AL
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Guntersville, AL
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Guntersville, AL

Previous Registrations

• 2023-02-28 → 2024-03-15
  Raymond James Financial Services Advisors, Inc
  Guntersville, AL

Other Businesses

(1)Name of Business: Cornerstone Legacy Advisors Address: 429 Gunter Ave Ste A, Guntersville, AL, 35976-1152, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Support Company (2)Name of Business: Freedom Street Address: 429 Gunter Ave Ste A, Guntersville, AL, 35976-1152, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Support Company

Exams

• S66 Uniform Combined State Law Examination
  2023-02-16

Other Names

• Sarah Payton Young
• Sarah Payton Chatham
• Sarah Payton Chatham Morgan