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Current Employers
Steward Partners Investment Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-03
TX RA APPROVED 2024-09-03
  • NY RA
    APPROVED
    Since 2024-09-03
  • TX RA
    APPROVED
    Since 2024-09-03

Branch Locations

99 Park Avenue Suite 1910, New York, NY 10016 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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
Steward Partners Global Advisory, Llc New York City NY 04/2024 Present
Unemployed New York City NY 11/2023 04/2024
Essencemediacom New York City NY 07/2022 11/2023
Unemployed Boulder/New York City NY 01/2022 07/2022
Sugarfish Los Angeles CA 11/2021 12/2021
Travelling Boulder CO 02/2021 10/2021
Darktrace Boulder CO 08/2020 02/2021
Fischer Capital Management Llc Boulder CO 05/2020 08/2020
Colorado College Colorado Springs CO 08/2017 05/2020
Miami University Oxford OH 08/2016 07/2017
Steward Partners Investment Solutions, Llc New York NY 04/2024 Present
Steward Partners Investment Advisory, Llc New York NY 08/2024 Present
  • 04/2024 → Present
    Steward Partners Global Advisory, Llc
    New York City, NY
  • 11/2023 → 04/2024
    Unemployed
    New York City, NY
  • 07/2022 → 11/2023
    Essencemediacom
    New York City, NY
  • 01/2022 → 07/2022
    Unemployed
    Boulder/New York City, NY
  • 11/2021 → 12/2021
    Sugarfish
    Los Angeles, CA
  • 02/2021 → 10/2021
    Travelling
    Boulder, CO
  • 08/2020 → 02/2021
    Darktrace
    Boulder, CO
  • 05/2020 → 08/2020
    Fischer Capital Management Llc
    Boulder, CO
  • 08/2017 → 05/2020
    Colorado College
    Colorado Springs, CO
  • 08/2016 → 07/2017
    Miami University
    Oxford, OH
  • 04/2024 → Present
    Steward Partners Investment Solutions, Llc
    New York, NY
  • 08/2024 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-15
  • S66 Uniform Combined State Law Examination
    2024-08-15

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