Unclaimed Profile

Stewart James Rallis

STAIRWAY PARTNERS, LLC·CHICAGO, Illinois

Series 3, Series 5, Series 6, Series 7, Series 8, Series 15, Series 63, Series 65Clean record13 years registeredSTAIRWAY PARTNERS, LLC

209 SOUTH LASALLE STREET, CHICAGO, IL 60604-1447CRD# 1212536Firm CRD# 133157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stewart James Rallis · CHICAGO, IL

Registration

CRD #1212536 · STAIRWAY PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

STAIRWAY PARTNERS, LLC

Apr 2013 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 6

Series 7

Series 8

Series 15

Series 63

Series 65

Registration record

First registered · April 30, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAIRWAY PARTNERS, LLC

CRD 133157 · SEC 801-63583

AUM

$2.0B

Regulatory assets under management

Employees

99 client accounts

Services offered by STAIRWAY PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STAIRWAY PARTNERS, LLC →

Introduction

Speak with Stewart

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stewart is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stewart James Rallis offer?

Stewart James Rallis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Stewart James Rallis's credentials?

Stewart James Rallis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stewart James Rallis located?

Stewart James Rallis is based in CHICAGO, Illinois, working with STAIRWAY PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Stewart James Rallis charge for services?

Stewart James Rallis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAIRWAY PARTNERS, LLC?

STAIRWAY PARTNERS, LLC has approximately 5 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →