Mark Christopher Guenard

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

• 03/2014 → 01/2017
  Alps Fund Services
  Denver, CO
• 01/2017 → 06/2022
  Columbia Management Investment Distributors Inc
  Lewis Center, OH
• 07/2022 → 07/2023
  Lincoln Douglas Investments, Llc
  Mount Vernon, OH
• 07/2023 → 03/2024
  Saling, Simms, Associates, Inc.
  Columbus, OH
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Columbus, OH
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Columbus, OH
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Columbus, OH

Previous Registrations

• 2023-08-04 → 2024-12-31
  Saling, Simms, Associates Inc.
  Columbus, OH
• 2022-07-25 → 2023-07-10
  Lincoln Douglas Investments, Llc
  Delaware, OH
  Mt. Vernon, OH
• 2017-09-20 → 2022-06-23
  Columbia Management Investment Advisers, Llc
  Boston, MA
• 2010-05-01 → 2012-09-04
  Columbia Management Investment Advisers, Llc
  Minneapolis, MN
  Westerville, OH
  Boston, MA
• 2005-07-22 → 2010-05-01
  Bofa Advisors, Llc
  Westerville, OH
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-25
• S63 Uniform Securities Agent State Law Examination
  1999-09-10

Other Names

• Mark Christopher Guenard