Steward Partners Investment Advisory, LLC

Overview

Steward Partners Investment Advisory, LLC is an SEC registered investment adviser based in Stamford, CT, registered since 2016. It reports $36.7B in assets under management across 72,273 accounts, with 549 employees. It has 474 investment adviser representatives.

Reported AUM

$36.7B

Discretionary

82%

Accounts

72,273

Average account

$508K

Employees

549

Advisory reps

474

Registered since

2016

Jurisdictions

52

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Jeani Theresa Winterbourne President CRD 1075564
• Joseph S Faber Chief Financial Officer CRD 4834049
• Macgregor Maitland Chief Risk Officer CRD 4149910

2 more executive officers, with direct contact details

Advisory reps 3 of 474

• Jason Lynn Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4762665
• Richard B Alexander Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4497783
• Vanessa Marie Alonzo Registered Rep · Investment Adviser Rep CRD 4909198

471 more advisory reps, with emails, phones and branch locations

Location

Headquarters

400 Atlantic St Ste 1020 Fl 10
Stamford, CT 06901

County

Western Ct

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: freedomstreetpartners.stewardpartners.com

Every state, with registration dates

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