Steward Partners Investment Advisory LLC
Legal Name: STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Full Contact Details
Steward Partners Investment Advisory LLC
140 E, 45TH ST., 36TH FLOOR, NEW YORK, NY
212-364-0364
212-867-5922
Other Info
Steward Partners Investment Advisory LLC, a DE Limited Liability Company, has a staff of 199 employees, including 123 in advisory roles. With a client base of 2493, the firm was last reported as approved by the SEC on March 16, 2016.
Steward Partners
About Us About Us Our Team Our Team Services Services News Breaking News Recognition Blog Blog Locations Locations Careers Careers Client Login Raymond James Login First Clearing Goldman Sachs Pershing Pershing An Employee-Owned, Full-Service Independent Partnership A Partnership Built By and For…
Direct Owners
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CORINNE MARIE MOCCIA-CUNHA
CHIEF COMPLIANCE OFFICER owns less than 5%
-
GEORGE MICHAEL WAY
CHIEF FINANCIAL OFFICER owns less than 5%
-
HY JAMIE SAPORTA
PRESIDENT AND CHIEF OPERATING OFFICER owns less than 5%
-
JAMES MATTHEW GOLD
CHIEF EXECUTIVE OFFICER owns less than 5%
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STEWARD PARTNERS, LLC
MEMBER owns 75% or more
Indirect Owners
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HY JAMIE SAPORTA
ELECTED MANAGER
-
JAMES MATTHEW GOLD
ELECTED MANAGER
-
STEWARD PARTNERS HOLDINGS, LLC
MEMBER owns 75% or more
Firms Located Nearby
News
- 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
Top Holdings
- 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