Steward Partners

Steward Partners Employee Directory

Financial ServicesNew York, United States201-500 Employees

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors.  Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. 

Steward Partners Global Advisory is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. 

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.

Find Steward Partners employees' phone numbers or email addresses

Steward Partners Global Highlights

Location
Employees

North America
618

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  • United States Of America
    618

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • France
    1
  • Sweden
    1

Africa
2

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  • Morocco
    2

Oceania
2

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  • Australia
    2

Asia
1

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  • Singapore
    1

Steward Partners's Leadership

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    S. D.
    Chief Executive Officer Freedom Street Division At Steward Partners, Financial Advisor
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    F. M.
    Chief Product Officer
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    R. G.
    Chief Compliance Officer
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    M. G.
    Chief Information Officer
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    J. F.
    Chief Financial Officer
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    K. E.
    Chief Admin Officer
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    B. D.
    Vice President | Wealth Management Associate | Partner
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    P. E. R.
    Head Of Strategic Initiatives And Chief Legal Officer
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Steward Partners Employee Metrics

100%
50%
0%
2024
2023
  • Operations
  • Finance
  • Analytics
  • Business
  • Marketing
  • Other

Contact profiles from Steward Partners

Name
Title
Contact Info
Location
Last Update
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    A. V.
    Founding Partner, Vice President, Senior Wealth Management Associate
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    United StatesNew Hampshire
    Oct 17, 2024
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    A. M.
    Associate Vice President, Wealth Manager, Partner
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    United StatesNew York
    Aug 27, 2024
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    A. B.
    Partner - Vice President
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    UNITED STATES
    Oct 22, 2024
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    A. B.
    Vice President, Partner, Cam At The Washington Wealth Group
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    United StatesVirginia
    Oct 21, 2024
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    B. S.
    Partner, Director And Wealth Manager
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    United StatesMaryland
    Oct 21, 2024
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    B. S.
    Partner, Managing Director - Wealth Manager
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    United StatesMassachusetts
    Oct 21, 2024
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    B. M.
    Partner, Senior Vice President, Wealth Manager
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    United StatesOregon
    Aug 22, 2024
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    B. N.
    Bill Newman, Partner, Senior Registered Client Administrative Manager
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    United StatesVirginia
    Oct 17, 2024
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    B. D.
    Vice President | Wealth Management Associate | Partner
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    Oct 16, 2024
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    B. C.
    Partner, Vice President
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    United StatesDistrict of Columbia
    Oct 23, 2024

Frequently Asked Questions

What is Steward Partners known for?

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Steward Partners was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 140 East 45th Street 36th Floor New York, NY 10017 US; you can contact the main corporate office by phone at . Explore Steward Partners's company overview page for more information.

What is Steward Partners's most common email format?

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Steward Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Steward Partners email formats with LeadIQ.

How many employees does Steward Partners have currently?

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Steward Partners has approximately 408 employees as of December 2024. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are Steward Partners's key employees and leadership?

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As of December 2024, Steward Partners's key employees include:

  • Chief Executive Officer Freedom Street Division At Steward Partners, Financial Advisor: S. D.
  • Chief Product Officer: F. M.
  • Chief Compliance Officer: R. G.
  • Chief Information Officer: M. G.
  • Chief Financial Officer: J. F.

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