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
$33.5B
Assets Under Management
71,582
Total Clients
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Registration Details

CIK
1723397
Accession
CRD-283004
Location
STAMFORD, CT
Filing Date
May 4, 2026
AUM
$33.5B
Total Clients
71,582
Amendment
No

About this Adviser

STEWARD PARTNERS INVESTMENT ADVISORY, LLC is a registered investment adviser headquartered in STAMFORD, CT, managing approximately $33.5B in assets across 71,582 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.