Steward Partners Employee Directory
Financial ServicesConnecticut, United States201-500 Employees
Steward Partners is an employee-owned, full-service financial services firm that operates as a partnership serving family, institutional, and multigenerational investors. Its advisory teams provide comprehensive wealth planning, investment strategy implementation, and related services such as asset management support, private banking, institutional consulting, international advisory, and business solutions. The company is based in Stamford, Connecticut, and emphasizes delivering tailored service with a strong commitment to high standards. Securities are offered through Steward Partners Investment Solutions, LLC, a registered broker-dealer, and investment advisory services are provided by Steward Partners Investment Advisory, LLC, an SEC-registered investment adviser; both entities are affiliates within the Steward Partners network. Together, these affiliated entities—Steward Partners Investment Solutions, SPIA, and Steward Partners Global Advisory, LLC—form the Steward Partners organization. The firm targets family, institutional, and multigenerational investors seeking integrated wealth planning and advisory capabilities.