Steward Advisors Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 321846
- SEC number
- 801-125950
- Firm type
- RIA
- Assets under management
- $105.4M as of Mar 25, 2026
- Website
- www.linkedin.com/company/steward-advisors-group ↗
- Phone
- (518) 406-5624
- Address
- 139 Meyer Road, Halfmoon, NY, 12065
Advisors at this firm
6 in our index · page 1 of 1
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Cole Christopher FritzCRD 8160027 · Denver, COIA Registered
-
Joseph Russell HendersonCRD 6460231 · Flowery Branch, GAIA Registered
-
Derek A. KessenCRD 5445194 · Chicago, ILIA RegisteredRegistration inactive
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Benjamin J SimmonsCRD 7453164 · Halfmoon, NYIA RegisteredBroker
-
Donald Edward SimmonsCRD 1836646 · Halfmoon, NYIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Matthew T StankusCRD 7689050 · Halfmoon, NYIA Registered
1–6 of 6
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.
SEC IAPD record for firm CRD 321846 ↗
FINRA BrokerCheck record for firm CRD 321846 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.