Steward Partners Investment Advisory, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

283004

SEC number

801-107426

Firm type

RIA

Assets under management

$33.5B as of Jun 23, 2026

Website

www.youtube.com/@stewardpartners ↗

Phone

866-694-7769

Address

400 Atlantic Street, Stamford, CT, 06901-3512

Advisors at this firm

448 in our index · page 2 of 9

• Jason Miles BurklowCRD 7773488 · Riverdale, NJ
  IA RegisteredBroker
• Tyler M BurnsCRD 7301303 · Westport, CT
  IA RegisteredBroker
• Stephen Douglas CalderCRD 4764302 · Centerville, UT
  IA RegisteredBroker
• Zachary CalderCRD 7185801 · Centerville, UT
  IA RegisteredBroker
• David Alan CarbienerCRD 2279691 · Mcckinleyville, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Francis CarriggCRD 2630512 · Portsmouth, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Druann CarterCRD 2811922 · Stuart, FL
  IA RegisteredBroker
• Anthony James CervioCRD 6205327 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brad Lee ChumleyCRD 3133581 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Marie Margaret ClowCRD 1630660 · Lake Oswego, OR
  IA RegisteredBroker
• David Kenneth CohnCRD 4502390 · San Antonio, TX
  IA RegisteredBroker
• Bradford Robert CoyleCRD 2191839 · Mclean, VA
  IA RegisteredBroker
• Bradford Robert CoyleCRD 6849205 · Mclean, VA
  IA RegisteredBroker
• Nicholas S CapezzutoCRD 1930857 · Riverdale, NJ
  IA RegisteredBroker
• Blake CasonCRD 6312708 · Raleigh, NC
  IA RegisteredBroker
• Chelsea CaulfieldCRD 7514546 · Portsmouth, NH
  IA RegisteredBroker
• William K ChaoCRD 2998659 · Bethesda, MD
  IA RegisteredBroker
• Kerry Michael ChathamCRD 3211955 · Guntersville, AL
  IA RegisteredBroker
• Shannon CheahCRD 3028239 · Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Erik S ClayCRD 5235637 · Madison, WI
  IA RegisteredBroker
• Matthew Jay ClayCRD 2539425 · Chandler, AZ
  IA RegisteredBroker
• Scott Wayne DannerCRD 4568108 · Chesapeake, VA
  IA RegisteredBroker
• Nicholas Charles DangeloCRD 7082333 · Rochester, NY
  IA RegisteredBroker
• Joseph John DecarolisCRD 1824283 · Andover, MA
  IA Registered
• Dana L DelucaCRD 6003387 · Stamford, CT
  IA RegisteredBroker
• Andrew Michel DenisCRD 2509457 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Darren A DequatroCRD 5004048 · Elmsford, NY
  IA RegisteredBroker
• Christopher Jerome DetmerCRD 1678291 · Washington, DC
  IA RegisteredBroker
• Jed DewsnupCRD 5110884 · Centerville, UT
  IA RegisteredBroker
• Brett Jay DiamondCRD 3270881 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Lorraine Ann DickmanCRD 2986746 · Paramus, NJ
  IA RegisteredBroker
• Peter Ernest DolanCRD 713220 · St. Louis, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Heather Marie Quintero DolceCRD 2482572 · Mullica Hill, NJ
  IA RegisteredBroker
• Peter Michael DorfmanCRD 3066880 · New York, NY
  IA RegisteredBroker
• Adam DunbarCRD 4759887 · Portland, ME
  IA RegisteredBroker
• Christopher Michael DurhamCRD 5065407 · Macon, GA
  IA RegisteredBroker
• Jonathan Adam DuttonCRD 4993475 · Hixson, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua Adam DeaverCRD 5967648 · Staunton, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jean Marie DelgadoCRD 3146062 · Manchester, NH
  IA RegisteredBroker
• Leland DetmerCRD 7876432 · Washington, DC
  IA RegisteredBroker
• Brian DixonCRD 5734889 · Fort Wayne, IN
  IA RegisteredBroker
• Sean DolanCRD 6855929 · St. Louis, MO
  IA RegisteredBroker
• Kevin Scott DubnerCRD 708190 · Albany, NY
  IA RegisteredBroker
• Douglas Peter EikenberryCRD 2371100 · Lake Oswego, OR
  IA RegisteredBroker
• Christina Ann ElamCRD 5935924 · Clearwater, FL
  IA RegisteredBroker
• John Eugene ElginCRD 4115845 · Newark, OH
  IA RegisteredBroker
• Brian Michael ElmsCRD 4342582 · Charlotte, NC
  IA RegisteredBroker
• David Eric ElwoodCRD 2443931 · Florham Park, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Dennis EnglehartCRD 1542757 · Bel Air, MD
  IA RegisteredBroker
• Theresia Magdalena Ennen-HerrmannCRD 2392193 · South River, NJ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.