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 9 of 9

• Samuel Taylor SmithCRD 5203199 · Nolensville, TN
  IA RegisteredBroker
• Paul StackCRD 1977244 · Rochester, NY
  IA RegisteredBroker
• Vincent Joseph StancatoCRD 7211586 · Portsmouth, NH
  IA RegisteredBroker
• Kevin Walter TaubeCRD 2979770 · Manchester, NH
  IA RegisteredBroker
• Jolene F TepedinoCRD 5237110 · New York, NY
  IA RegisteredBroker
• Casper Merle TerpinskiCRD 1286224 · Houston, TX
  IA RegisteredBroker
• Kellie Byrd ThompsonCRD 1671495 · Mobile, AL
  IA RegisteredBroker
• Dawn Earl Thompson-MayfieldCRD 2372108 · Chesapeake, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Vernon Aubrey ThorntonCRD 6848099 · Chattanooga, TN
  IA RegisteredBroker
• Dustin Ray TibbittsCRD 6174632 · Largo, FL
  IA Registered
• Alejandro Julian TirsoCRD 6130816 · Ramsey, NJ
  IA RegisteredBroker
• Jamie Beth TobinsCRD 2445399 · Boynton Beach, FL
  IA RegisteredBroker
• Mark Neale TompkinsCRD 2959328 · Kennewick, WA
  IA RegisteredBroker
• Molly TownsendCRD 5809536 · New York, NY
  IA RegisteredBroker
• Gregory Bennett TrostCRD 2828617 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Karol TurnerCRD 702474 · Riverdale, NJ
  IA RegisteredBroker
• Brian Lane TycksenCRD 3018956 · Medford, OR
  IA RegisteredBroker
• Nicholas TejedaCRD 7047727 · New York, NY
  IA RegisteredBroker
• Kelley Jean TrillingCRD 4955490 · Riverdale, NJ
  IA RegisteredBroker
• Michelle Dudenhoefer TroyerCRD 7690791 · Clearwater, FL
  IA RegisteredBroker
• John Francis UtleyCRD 1608436 · Mclean, VA
  IA RegisteredBroker
• John Benedict UtleyCRD 7388235 · Mclean, VA
  IA RegisteredBroker
• Cynthia Marie Van DienCRD 4889889 · Rochester, NY
  IA RegisteredBroker
• Anka VidacicCRD 4760111 · Portsmouth, NH
  IA RegisteredBroker
• Vaclav VlcekCRD 6150754 · Washington, DC
  IA RegisteredBroker
• Gary J WalkerCRD 4569236 · Portsmouth, NH
  IA RegisteredBroker
• James Gregory WallaceCRD 4221826 · Newtown, CT
  IA RegisteredBroker
• Lennie Dean WaltersCRD 4328616 · Shawnee, KS
  IA RegisteredBroker
• Kevin Turk WatsonCRD 2851982 · Macon, GA
  IA RegisteredBroker
• Ronald Bruce WebsterCRD 3109598 · Midlothian, VA
  IA RegisteredBroker
• Jeffrey Paul WhitesideCRD 6381578 · Chesapeake, VA
  IA RegisteredBroker
• Douglas Lawrence WhitmoreCRD 5744875 · Mobile, AL
  IA RegisteredBroker
• Michael Wayne WigintonCRD 2307270 · Jasper, AL
  IA RegisteredBroker
• Margaret Newell WileyCRD 5681782 · Suffolk, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeani Theresa WinterbourneCRD 1075564 · Tigard, OR
  IA RegisteredBroker
• Conor Michael WolcheskyCRD 6253601 · Bethesda, MD
  IA RegisteredBroker
• James Michael WoodCRD 4939999 · Norfolk, VA
  IA RegisteredBroker
• Russell Thomas WoodwardCRD 4312658 · Clearwater, FL
  IA RegisteredBroker
• Michael WuCRD 2740123 · Land O Lakes, FL
  IA RegisteredBroker
• Philip Alan WhiteCRD 8163586 · Portland, ME
  IA RegisteredBroker
• Andrew Lollar WigintonCRD 8035026 · Jasper, AL
  IA RegisteredBroker
• Courtney Heath WilliamsCRD 4875567 · Charlotte, NC
  IA RegisteredBroker
• Alice Martin WintersCRD 4985564 · Midlothian, VA
  IA RegisteredBroker
• David Alan YorkCRD 7129336 · Washington, DC
  IA RegisteredBroker
• Scott Del ZelnikerCRD 2257828 · Sarasota, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Edward ZizmerCRD 1831746 · Winter Park, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Neven ZelichCRD 1848738 · North Canton, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan R ZelnikerCRD 6666515 · New York, NY
  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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.