STEWARD ADVISORS GROUP, LLC

HALFMOON, New York·5 registered advisors·CRD# 321846
SEC# 801-1259506(888) 225-3350
01

Firm Overview

AUM
$36M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STEWARD ADVISORS GROUP, LLC

5 registered advisors
Cathy S Dutton
HALFMOON, New York
Derek A Kessen
HALFMOON, New York
Ervin J Starr
HALFMOON, New York
Peter D Smith
HALFMOON, New York
Roberta S. Dallas
HALFMOON, New York
05

Office Locations

HALFMOON, New York
5 advisors

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Data sourced from SEC Form ADV filings. STEWARD ADVISORS GROUP, LLC (CRD# 321846) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.