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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED_RES | 2025-10-22 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
704 Brushy Creek Road, Easley, SC 29642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | West Hartford | CT | 10/2016 | 02/2024 |
| Central Connecticut State University | New Britian | CT | 05/2016 | 12/2023 |
| Woodforest National Bank | The Woodlands | TX | 01/2025 | 10/2025 |
| Steward Partners Global Advisors, Llc | Easley | SC | 10/2025 | Present |
| Steward Partners Investment Advisory, Llc | Easley | SC | 10/2025 | Present |
| Steward Partners Investment Solutions, Llc | Easley | SC | 10/2025 | Present |
| Unemployed | Seneca | SC | 03/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-17 |
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