SEC Form ADV · CIK 1723397

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Firm profile: Steward Partners Investment Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCT

$36.7B

Assets Under Management

9,667

Total Clients

549

Employees

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Registration Details

CIK: 1723397
Accession: crd-283004
Location: STAMFORD, CT
Filing Date: September 22, 2026
AUM: $36.7B
Total Clients: 9,667
Institutional Clients: 632
Employees: 549
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

STEWARD PARTNERS INVESTMENT ADVISORY, LLC is a registered investment adviser headquartered in STAMFORD, CT, managing approximately $36.7B in assets across 9,667 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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