Home
›
Firms
›
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
PORTLAND, Oregon
·
11 registered advisors
·
CRD# 1254
SEC# 801-67179
4
971-353-7800
01
Firm Overview
AUM
$991M
Regulatory assets under management
Employees
524
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
11 registered advisors
Harry Lynn Striplin
PORTLAND, Oregon
CRD# 1023235
Heather Honey Anderson
PORTLAND, Oregon
CRD# 2621029
Hy Jamie Saporta
PORTLAND, Oregon
CRD# 2672279
James Matthew Gold
PORTLAND, Oregon
CRD# 2642863
Jennifer Ann Staggenborg
PORTLAND, Oregon
CRD# 1019115
John Eric Field
PORTLAND, Oregon
CRD# 3087232
Kelly John Johnson
PORTLAND, Oregon
CRD# 1498175
Kent Allen Grubaugh
LAKE OSWEGO, Oregon
CFP
CRD# 2872270
Roberto Antonio Martinez
PORTLAND, Oregon
CRD# 2991605
Ryan John Brown
PORTLAND, Oregon
CRD# 2977255
Sherrie Lyn Kerr
PORTLAND, Oregon
CRD# 1880943
05
Office Locations
PORTLAND, Oregon
10 advisors
LAKE OSWEGO, Oregon
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (CRD# 1254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.