STEWARD PARTNERS INVESTMENT ADVISORY, LLC

NEW YORK, New York·9 registered advisors·CRD# 283004
SEC# 801-10742645212-364-0364
01

Firm Overview

AUM
$20.4B
Regulatory assets under management
Employees
499
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STEWARD PARTNERS INVESTMENT ADVISORY, LLC

9 registered advisors
Corinne Marie Moccia-Cunha
NEW YORK, New York
Douglas Edwards Kentfield
NEW YORK, New York
George Michael Way
NEW YORK, New York
Jeani Theresa Winterbourne
NEW YORK, New York
Joseph S Faber
NEW YORK, New York
Macgregor Maitland
NEW YORK, New York
Michael Patrick Maurer
NEW YORK, New York
Peter Eric Ruhlin
NEW YORK, New York
Robert John Guldner
NEW YORK, New York
05

Office Locations

NEW YORK, New York
9 advisors

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Data sourced from SEC Form ADV filings. STEWARD PARTNERS INVESTMENT ADVISORY, LLC (CRD# 283004) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.