| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeani Theresa Winterbourne Control | President | Under 5% | 2024 |
| Joseph S Faber Control | Chief Financial Officer | Under 5% | 2022 |
| MacGregor Maitland Control | Chief Risk Officer | Under 5% | 2022 |
Steward Partners Investment Advisory, LLC reports $28.3 billion in regulatory assets under management on its Form ADV.
Steward Partners Investment Advisory, LLC reports 591 employees.
Steward Partners Investment Advisory, LLC is based in New York, NY and has been SEC-registered since 2016.
Steward Partners Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 140 E. 45th Street, 36th Floor, New York, NY 10017 |
| Phone | 866-694-7769 |
| Fax | 212-867-5922 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1723397 |
| Discloses disciplinary history | Yes |
| Discretionary | $22.76B |
| Non-discretionary | $5.58B |
| Total (RAUM) | $28.34B |