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 5 of 9

• Michael J KeysCRD 1809980 · Rochester, NY
  IA RegisteredBroker
• Christopher KlenkCRD 7459303 · Largo, FL
  IA RegisteredRegistration inactive
• Phillip Michael KlineCRD 6132599 · Land O' Lakes, FL
  IA RegisteredBroker
• Helen Laurel KnappCRD 7629707 · Stuart, FL
  IA RegisteredBroker
• Tiffany Lynn KobsCRD 6425862 · Littleton, CO
  IA RegisteredBroker
• Andrew Parkin LalleyCRD 6702156 · Washington, DC
  IA RegisteredBroker
• David William LancasterCRD 5670474 · Houston, TX
  IA RegisteredBroker
• Michael Edward LancasterCRD 3088013 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jessica Lynn LapolloCRD 5844494 · Northfield, MA
  IA RegisteredBroker
• Jeffrey Eric LazarusCRD 2539856 · Conshohocken, PA
  IA RegisteredBroker
• Thomas Paul LeemanCRD 4045690 · Norfolk, VA
  IA RegisteredBroker
• Justin K LeinsCRD 5791713 · Sarasota, FL
  IA RegisteredBroker
• William Michael LewisCRD 3005259 · Riverdale, NJ
  IA RegisteredBroker
• Maria Catherine LiciniCRD 6133666 · Paramus, NJ
  IA RegisteredBroker
• Collin Douglas LindseyCRD 5721282 · Lake Oswego, OR
  IA RegisteredBroker
• Douglas Edward LindseyCRD 310079 · Lake Oswego, OR
  IA RegisteredBroker
• Yanbin LinsimCRD 7279398 · Ramsey, NJ
  IA RegisteredBroker
• Jaeson Michael Allan ListerCRD 6250594 · Austin, TX
  IA RegisteredBroker
• Kevin LochCRD 6308010 · Johnstown, OH
  IA RegisteredBroker
• Daniel Alexander LockwoodCRD 3080178 · Winnetka, IL
  IA RegisteredBroker
• Cameron Thomas LongwellCRD 6872882 · Canal Winchester, OH
  IA RegisteredBroker
• Miguel-Angel LopezCRD 2552700 · Bethesda, MD
  IA RegisteredBroker
• Wolf K LouisCRD 7412943 · Sarasota, FL
  IA RegisteredBroker
• Benjamin Walter LubowCRD 7662655 · Ft Collins, CO
  IA RegisteredBroker
• David Grice LucasCRD 313827 · Macon, GA
  IA RegisteredBroker
• David LumCRD 1412965 · Stuart, FL
  IA RegisteredBroker
• Ryan Patrick LynchCRD 6347573 · Sarasota, FL
  IA RegisteredBroker
• Steven Charles LynchCRD 2214022 · Bethesda, MD
  IA RegisteredBroker
• Laureen Hendry LynnCRD 2427770 · Mobile, AL
  IA RegisteredBroker
• Derrick Brian LabrancheCRD 7037853 · Stamford, CT
  IA RegisteredBroker
• Catherine Ann LaneCRD 6717746 · Easley, SC
  IA RegisteredBroker
• Sarah R LaratondaCRD 7001927 · Portsmouth, NH
  IA RegisteredBroker
• Melissa LarsonCRD 4976025 · Stuart, FL
  IA RegisteredBroker
• Theodore James LatimerCRD 1322037 · Winter Park, FL
  IA RegisteredBroker
• Joshua A LeberCRD 6879849 · Mequon, WI
  IA RegisteredBroker
• Seth Steinhoff LesondakCRD 7200363 · Winnetka, IL
  IA RegisteredBroker
• Aaron LibermanCRD 1682820 · Paramus, NJ
  IA RegisteredBroker
• Kyle Joseph LombardoCRD 7797830 · Portsmouth, NH
  IA RegisteredBroker
• Aidan LonghurstCRD 7907048 · New York, NY
  IA RegisteredBroker
• Jacob LubnerCRD 7917294 · Winter Park, FL
  IA RegisteredBroker
• Matthew Lewis MadeiraCRD 702773 · Portsmouth, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Macgregor MaitlandCRD 4149910 · New Boston, NH
  IA RegisteredBroker
• John Derek MajkowskiCRD 2502941 · Washington, DC
  IA RegisteredBroker
• Jennifer Kathryn MakrasCRD 5471699 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Ali Sina MandalinciCRD 2416679 · Spring, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony Roy MandileCRD 5769550 · Hoboken, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Sarah Klawitter MarksCRD 4246002 · Mclean, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Catherine Guadalupe MartinesCRD 7089754 · Mclean, VA
  IA RegisteredBroker
• Erik Joseph MathiesonCRD 2207687 · Mamaroneck, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua Mendel MauerCRD 1349666 · Baltimore, MD
  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.