Best Investors Account Sign in
Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-07-10
TX RA APPROVED 2018-10-05
  • VA RA
    APPROVED
    Since 2020-07-10
  • TX RA
    APPROVED
    Since 2018-10-05

Branch Locations

Mclean, VA • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

1800 Tysons Blvd. Suite 360, Mclean, VA 22102 • 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
Wells Fargo Clearing Services, Llc Mclean VA 08/2017 10/2018
Sterling Associates, Llc Cleveland OH 07/2016 07/2017
Raymond James Financial Services, Inc. Mclean VA 10/2018 05/2022
Steward Partners Global Advisory, Llc Mclean VA 10/2018 Present
Steward Partners Investment Advisory, Llc Mclean VA 10/2018 Present
Steward Partners Investment Solutions, Llc Mclean VA 05/2022 Present
  • 08/2017 → 10/2018
    Mclean, VA
  • 07/2016 → 07/2017
    Sterling Associates, Llc
    Cleveland, OH
  • 10/2018 → 05/2022
    Raymond James Financial Services, Inc.
    Mclean, VA
  • 10/2018 → Present
    Steward Partners Global Advisory, Llc
    Mclean, VA
  • 10/2018 → Present
    Mclean, VA
  • 05/2022 → Present
    Steward Partners Investment Solutions, Llc
    Mclean, VA
Previous Registrations
Other Businesses

1) Name of Business: Steward Partners Investment Advisory LLC Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA Nature of the Business: Independent RIA Position/Title: Independent RIA Investment Related:Yes Start Date: 10/04/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Portfolio Management Associate 2) Coyle Financial Group. Address: Washington, DC. Nature of the Business: Support Company/DBA (Non-Owner). Position/Title: Employee. Investment Related:No. Start Date: 10/04/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Wealth management Associate. (3) Name of Business: MCG KTR, LLC; City/State: Potomac, MD; Activity Type: Business Ownership; Position/Title: Investor Member; Investment-related: Yes; Start Date: 05/05/2026; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Provide capital investment to the LLC - Passive oversight.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-30
  • S66 Uniform Combined State Law Examination
    2018-01-30
Other Names
  • Brad R Coyle
  • Bradford Robert Coyle

View on SEC IAPD

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor