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 6 of 9

• Sean Michael McbrineCRD 7474027 · Manchester, NH
  IA RegisteredBroker
• Nooshin MckinneyCRD 2675672 · Kennesaw, GA
  IA RegisteredBroker
• Theresa L McmastersCRD 4015437 · Stuart, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin William McshaneCRD 6484577 · Lake Oswego, OR
  IA RegisteredBroker
• William Christopher McshaneCRD 1099025 · Lake Oswego, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Lee Aaron MelvinCRD 4650995 · Lake Oswego, OR
  IA RegisteredBroker
• Charles MillerCRD 2933141 · Dalton, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Victor MillerCRD 6838724 · Nashville, TN
  IA RegisteredBroker
• Peter Laurence MillerCRD 2393714 · Lake Oswego, OR
  IA RegisteredBroker
• Rori Brooke MillerCRD 6343243 · Clearwater, FL
  IA RegisteredBroker
• Steven Allen MillerCRD 2953887 · Valencia, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Aaron Charles MooreCRD 7098016 · Madison, WI
  IA RegisteredBroker
• Michael Anthony MoraCRD 6904940 · Los Angeles, CA
  IA RegisteredBroker
• Keith MorganCRD 3139407 · Gainsville, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Keith Thomas MorrisCRD 2574251 · Plymouth Meeting, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Melissa Susan Mulloy-MecozziCRD 5331621 · Andover, MA
  IA RegisteredBroker
• Kristen MurrayCRD 5637515 · St. Louis, MO
  IA RegisteredBroker
• Janet Elizabeth MabryCRD 1771350 · Fort Collins, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Thomas ManosCRD 7086438 · Chesapeake, VA
  IA RegisteredBroker
• Matthew Marino-BabcockCRD 7385903 · Portsmouth, NH
  IA RegisteredBroker
• Roberto Antonio MartinezCRD 2991605 · Dallas, TX
  IA RegisteredBroker
• Christopher Evans McadooCRD 1757312 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Zachary William MccownCRD 6657207 · San Antonia, TX
  IA RegisteredBroker
• Jerry Odell McdonaldCRD 2119645 · Austin, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Frank O McdonnellCRD 3029073 · Pennington, NJ
  IA RegisteredBroker
• Russell James MecciaCRD 7002037 · Ramsey, NJ
  IA RegisteredBroker
• Amy Lynn MefferdCRD 5121130 · Clearwater, FL
  IA RegisteredBroker
• Charles Dalton MillerCRD 7778045 · Kennesaw, GA
  IA RegisteredBroker
• Brian MooreCRD 6186798 · Cumming, GA
  IA Registered
• Christopher Scott MooreCRD 5280376 · Gainesville, GA
  IA Registered
  Disclosure event(s) on record
• Michael Scott MooreCRD 2275937 · Gainesville, GA
  IA Registered
  Disclosure event(s) on record
• Mark James MoraskyCRD 2841861 · Walnut Creek, CA
  IA RegisteredBroker
• Jodie Emmert MrotekCRD 8019262 · Mequon, WI
  IA RegisteredBroker
• Christine Jue MunnCRD 1702740 · Southamption, NY
  IA Registered
• Travis MunroCRD 4640237 · Humble, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Quinn Edward MurphyCRD 7473446 · Mclean, VA
  IA RegisteredBroker
• Michael Bernard NadeauCRD 1801770 · Portland, ME
  IA RegisteredBroker
• R Chris NeeCRD 1799853 · Portsmouth, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Max J NeedhamCRD 5347602 · Westport, CT
  IA RegisteredBroker
• Christopher William NeitzCRD 5728374 · Rochester, NY
  IA RegisteredBroker
• Kenneth Shelly NeumanCRD 1235242 · Florham Park, NJ
  IA RegisteredBroker
• William Anthony NewmanCRD 6043465 · Culpeper, VA
  IA RegisteredBroker
• Tinh Thanh NguyenCRD 2583389 · Lake Oswego, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Parker NitzCRD 1298437 · Newtown, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Scott NovickCRD 2187676 · Jackson, WY
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Joseph NuhnCRD 5427334 · Delray Beach, FL
  IA RegisteredBroker
• James Andrew NylundCRD 6159293 · Portland, ME
  IA RegisteredBroker
• Stephen Robert NeuCRD 7430352 · Nashville, TN
  IA RegisteredBroker
• Patrick NorrisCRD 6633491 · Walnut Creek, CA
  IA RegisteredBroker
• George Upshur NottinghamCRD 1570585 · Norfolk, VA
  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.