Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC es una compañía de responsabilidad limitada en Delaware, con un equipo de 199 empleados, incluyendo 123 en roles de asesoramiento. Con una base de clientes de 2493, la firma fue reportada por última vez como aprobada por la SEC el 16 de marzo de 2016.

• CORINNE MARIE MOCCIA-CUNHA

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• GEORGE MICHAEL WAY

  CHIEF FINANCIAL OFFICER posee menos de 5%

• HY JAMIE SAPORTA

  PRESIDENT AND CHIEF OPERATING OFFICER posee menos de 5%

• JAMES MATTHEW GOLD

  CHIEF EXECUTIVE OFFICER posee menos de 5%

• STEWARD PARTNERS, LLC

  MEMBER posee 75% o más

• HY JAMIE SAPORTA

  ELECTED MANAGER

• JAMES MATTHEW GOLD

  ELECTED MANAGER

• STEWARD PARTNERS HOLDINGS, LLC

  MEMBER posee 75% o más

• Canaras Capital Management LLC
• LCN Capital Partners LP
• DC Capital Advisors Limited
• GF Capital Asset Advisors LLC
• Metropolitan Real Estate Equity Management LLC
• Deltec Asset Management LLC
• Paulson & Coinc
• Atalaya Capital Management LP
• Lionstone Capital Management LLC
• Orkila Management LLC

• Steward Partners Investment Advisory, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison
• Steward Partners Adds New Advisor in Texas
• Steward Partners Continues Impressive Firm Growth with New Office and Team in Austin
• Steward Partners Continues 2019 Growth with Two New Advisors, New Office
• Steward Partners Named to Inc. 5000 for the Second Year in a Row

• AFLAC INC $7,365k
• ABB LTD $85k
• AK STEEL HOLDING CORP $82k
• AGCO CORP. $50k
• ABM INDS INC $28k
• AMN HEALTHCARE SERVICES INC $28k
• ADMA BIOLOGICS INC $3k
• AAON INC $2k
• AVX CORP NEW $1k