Unclaimed Profile

Hy Jamie Saporta

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 66Clean record10 years registeredSTEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

15495 SW SEQUOIA PARKWAY, PORTLAND, OR 97224CRD# 2672279Firm CRD# 1254

Profile Verification

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

Identity

Hy Jamie Saporta · PORTLAND, OR

Registration

CRD #2672279 · STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Mar 2016 – Jan 2024

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 16, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Hy Jamie Saporta offer?

Hy Jamie Saporta specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Hy Jamie Saporta's credentials?

Hy Jamie Saporta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hy Jamie Saporta located?

Hy Jamie Saporta is based in PORTLAND, Oregon, last registered with STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC.

How does Hy Jamie Saporta charge for services?

Hy Jamie Saporta'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 STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC?

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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