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 4 of 9

• Angela Lynn Helmus-O'brienCRD 2069470 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Lynn HerendonCRD 5905311 · Nashville, TN
  IA RegisteredBroker
• Frank Van Schaack HibbardCRD 2847644 · Clearwater, FL
  IA RegisteredBroker
• Sean P HingleyCRD 5328114 · Norfolk, VA
  IA RegisteredBroker
• Michael Robert HoffCRD 3145733 · Baltimore, MD
  IA RegisteredBroker
• Todd Michael HoffmanCRD 2232487 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Denise E HoffmannCRD 2827775 · Winter Park, FL
  IA RegisteredBroker
• Wistar White HoltCRD 6139537 · St. Louis, MO
  IA RegisteredBroker
• Larrie Dean HooverCRD 2802218 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Yin-Pong HweeCRD 5573989 · Lake Oswego, OR
  IA RegisteredBroker
• Jackson HansenCRD 7509806 · Chandler, AZ
  IA RegisteredBroker
• Kirstin Lynn HarkCRD 4714916 · Columbus, OH
  IA RegisteredBroker
• Coby HirschfieldCRD 7920734 · Clearwater, FL
  IA RegisteredBroker
• Michelle Marie HodgeCRD 7344360 · Washington, DC
  IA RegisteredBroker
• Andrew Max HoffmanCRD 6953689 · Clearwater, FL
  IA RegisteredBroker
• Joshua C HoltCRD 6010397 · Portsmouth, NH
  IA RegisteredBroker
• Jacob T HooverCRD 7747742 · Clearwater, FL
  IA RegisteredBroker
• John David HornCRD 5088669 · Florham Park, NJ
  IA RegisteredBroker
• Claudia Louise HubbsCRD 5464065 · Stuart, FL
  IA RegisteredBroker
• Michelle Scott HuffmanCRD 2387759 · Norfolk, VA
  IA RegisteredBroker
• Richard Wesly HumphreyCRD 4432537 · Tampa, FL
  IA RegisteredBroker
• Daniel John IaleggioCRD 2474507 · Bethesda, MD
  IA RegisteredBroker
• Briana Marie IannacconeCRD 6890807 · Paramus, NJ
  IA RegisteredBroker
• Edmund IannacconeCRD 2069841 · Paramus, NJ
  IA RegisteredBroker
• Christopher Robert IbrahimCRD 6236461 · Somerville, NJ
  IA RegisteredBroker
• Robert Fayez IbrahimCRD 1509058 · Somerville, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Tracy JaoCRD 3171897 · Danville, CA
  IA Registered
• Allen Newton JonesCRD 2650383 · Winter Park, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Gerald A JonesCRD 5948164 · Mequon, WI
  IA RegisteredBroker
• Joseph Sharpham JonesCRD 2037546 · Stuart, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Simone JonesCRD 3158931 · Kennesaw, GA
  IA RegisteredBroker
• Wilhelmina Deanna JosephCRD 262312 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua T. JaffeCRD 5085863 · Newark, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph KabakiCRD 6829442 · Scottsdale, AZ
  IA RegisteredBroker
• Allison KaczmarCRD 4288184 · Clearwater, FL
  IA RegisteredBroker
• Jeffrey David KantorCRD 3093179 · Lake Oswego, OR
  IA RegisteredBroker
• Faiza KedirCRD 4656127 · Sarasota, FL
  IA RegisteredBroker
• Bryan Craig KellyCRD 4492741 · Chattanooga, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Erica Marie KellyCRD 5871125 · Portsmouth, NH
  IA RegisteredBroker
• Sherrie Lyn KerrCRD 1880943 · Portland, OR
  IA RegisteredBroker
• James Emory KeysCRD 2997660 · Rochester, NY
  IA RegisteredBroker
• Kurt John KillingsworthCRD 2505477 · Hendersonville, NC
  IA RegisteredBroker
• Allison Allen KistlerCRD 5690792 · Mclean, VA
  IA RegisteredBroker
• Michael Blake KohlCRD 6055520 · Long Island City, NY
  IA RegisteredBroker
• Cary Larue KortzeCRD 2900544 · Newtown, CT
  IA RegisteredBroker
• John Walter KortzeCRD 2447110 · Newtown, CT
  IA RegisteredBroker
• Merit Kathleen KralovecCRD 4254682 · Washington, DC
  IA RegisteredBroker
• Matthew KreislerCRD 5715822 · Winter Park, FL
  IA RegisteredBroker
• Roger Stuart KupermanCRD 2225657 · Hendersonville, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael KutsayaCRD 2821757 · Warminster, PA
  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.