STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

PORTLAND, Oregon·21 registered advisors·CRD# 1254
SEC# 801-671794971-353-7800
01

Firm Overview

AUM
$991M
Regulatory assets under management
Employees
524
Total firm employees
Advisors
21
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 ManagementWealth ManagementFee-Only Advisory
04

Advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

21 registered advisors
Cort Lane O'haver
PORTLAND, Oregon
David Braden Frohnmayer
PORTLAND, Oregon
Dudley Richard Slater
PORTLAND, Oregon
Frank Richard Johnstone Whittaker
PORTLAND, Oregon
Harry Lynn Striplin
PORTLAND, Oregon
Heather Honey Anderson
PORTLAND, Oregon
Hy Jamie Saporta
PORTLAND, Oregon
James Matthew Gold
PORTLAND, Oregon
James Scott Greene
PORTLAND, Oregon
Jennifer Ann Staggenborg
PORTLAND, Oregon
John Eric Field
PORTLAND, Oregon
John Gregory Seibly
PORTLAND, Oregon
Jose Ramon Hermocillo
PORTLAND, Oregon
Kelly John Johnson
PORTLAND, Oregon
Kent Allen Grubaugh
LAKE OSWEGO, Oregon
Raymond Preston Davis
PORTLAND, Oregon
Roberto Antonio Martinez
PORTLAND, Oregon
Ryan John Brown
PORTLAND, Oregon
Sherrie Lyn Kerr
PORTLAND, Oregon
Torran Blake Nixon
LAKE OSWEGO, Oregon
William Arnold Lansing
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
19 advisors
LAKE OSWEGO, Oregon
2 advisors

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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.