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STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CRD 283004 · SEC 801-107426
400 ATLANTIC STREET, FLOOR 10, SUITE 1020, STAMFORD, CT, 06901-3512, United States
Phone
866-694-7769
Fax
212-867-5922
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$33.52B
Discretionary AUM
$25.16B
Team
549 total employees; 310 advisory reps; 9667 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14963 | $4.11B |
| High net worth individuals | 24423 | $27.77B |
| Pension/profit sharing plans | 528 | $403.1M |
| Charitable organizations | 147 | $333.8M |
| Corporations/business entities | 364 | $901.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/@stewardpartners
- https://www.instagram.com/stewardpartners/
- https://freedomstreetpartners.stewardpartners.com/
- HTTPS://TWITTER.COM/STEWARDPARTNERS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/STEWARD-PARTNERS-GLOBAL-ADVISORY
- HTTPS://WWW.STEWARDPARTNERS.COM
- HTTPS://WWW.FACEBOOK.COM/STEWARDPARTNERSGLOBALADVISORYLLC
Official SEC filing: View on IAPD