Steward Partners Investment Solutions, LLC

Overview

Steward Partners Investment Solutions, LLC is a Broker Dealer based in Portland, OR, formed in 2021 in Delaware. Its 517 registered representatives work across 88 branch offices in 30 states.

Registered reps

517

Branch offices

88

Formed

2021

Jurisdictions

53

Contact

1 phone number on file

Practice

Products and services

• Corporate Bonds
• Insurance
• Investment Advisory Services
• Investment Banking
• Kiosk Activities - Bank
• Mergers & Acquisitions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Other
• Retirement/Pension Products
• 4 more

Executive officers 3 of 5

• Jeani Theresa Winterbourne President CRD 1075564
• Joseph S Faber Chief Financial Officer CRD 4834049
• Robert John Guldner Chief Compliance Officer CRD 2283980

2 more executive officers, with direct contact details

Registered reps 3 of 517

• Caitlin Ann Abbott Insurance Agent · Registered Rep CRD 5410752
• Jason Lynn Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4762665
• Sean Addie Registered Rep CRD 8043390

514 more registered reps, with emails, phones and branch locations

Location

Headquarters

15495 SW Sequoia Pkwy Ste 150
Portland, OR 97224

County

Washington

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Branch offices

88 in 30 states, including Houston, TX, Lake Oswego, OR and Mclean, VA

Registrations

• FINRA member, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: stewardpartners.com

Every state, with registration dates

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