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STAIRWAY PARTNERS, LLC
STAIRWAY PARTNERS, LLC
CHICAGO, Illinois
·
10 registered advisors
·
CRD# 133157
SEC# 801-63583
1
630-371-2626
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STAIRWAY PARTNERS, LLC
10 registered advisors
Aaron Christopher Balsam
CHICAGO, Illinois
CRD# 3131638
Anthony Paul Richards
OAK BROOK, Illinois
CRD# 1523259
James Cameron Jackson
CHICAGO, Illinois
CRD# 2567342
Kevin Terhaar
CHICAGO, Illinois
CRD# 4598794
Michael John Carusillo
OAK BROOK, Illinois
CRD# 1828067
Patricia Lynn Hyman
CHICAGO, Illinois
CRD# 1362425
Paul Rene Raidl
CHICAGO, Illinois
CRD# 5472704
Robert Jay Dillon
CHICAGO, Illinois
CRD# 1509594
Stewart James Rallis
CHICAGO, Illinois
CRD# 1212536
Theresa Marie Hickman
CHICAGO, Illinois
CRD# 4871780
05
Office Locations
CHICAGO, Illinois
8 advisors
OAK BROOK, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. STAIRWAY PARTNERS, LLC (CRD# 133157) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.