Steward Advisors Group, LLC

Steward Advisors Group, LLC (CRD# 321846) is a financial advisory firm headquartered in Halfmoon, NY. They manage $35,541,647 in 121 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
139 Meyer Road, Suite 201, Halfmoon, NY 12065
https://stewardadvisorsgroup.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $293,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IL, NH, NY, TX, WA

Financial Advisors at Steward Advisors Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jansen Hein, financial advisor Chicago IL
Jansen W. Hein
CRD#: 6161483
Chicago, IL

Jansen Hein (CRD# 6161483) is an Investment Advisor Representative working at Steward Advisors Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.

2
Zachary Holdsworth, financial advisor Halfmoon NY
Zachary J. Holdsworth
CRD#: 7631710
139 Meyer Road, Suite 201, Halfmoon, NY 12065

Zachary Holdsworth (CRD# 7631710) is an Investment Advisor Representative working at Steward Advisors Group, LLC in Halfmoon, NY and has 1 year of experience in the finance industry.

3
Stephen Jackson, financial advisor Gainesville GA
Stephen E. Jackson
CRD#: 7868882
100 Main Street Sw, Suite 220, Gainesville, GA 30501

Stephen Jackson (CRD# 7868882) is an Investment Advisor Representative working at Steward Advisors Group, LLC in Gainesville, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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