Steward Partners Investment Solutions, LLC

Steward Partners Investment Solutions, LLC (CRD# 1254) is a financial advisory firm headquartered in Portland, OR. They manage $859,760,000 in 2,131 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    860
    MILLION
  • Total Number of Accounts
    2,131
    ACCOUNTS
  • Average Account Value
    $403,454
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, DE, FL, HI, ID, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, WA, WI

Financial Advisors at Steward Partners Investment Solutions, LLC
Showing 1 - 10 of 49 top financial advisors.
1
Todd M. Aquilina
CRD#: 6012137
One Capital Mall, Suite 600, Sacramento, CA 95814

Todd Aquilina (CRD# 6012137) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Sacramento, CA and has over 8 years of experience in the finance industry.

2
David R. Balk
CRD#: 1987660
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

David Balk (CRD# 1987660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.

3
Ryan J. Brown
CRD#: 2977255
One Sw Columbia Street, Suite 1400, Portland, OR 97204

Ryan Brown (CRD# 2977255) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 23 years of experience in the finance industry.

4
David M. Budd
CRD#: 5209784
One Sw Columbia Street, Suite 1400, Portland, OR 97204

David Budd (CRD# 5209784) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 14 years of experience in the finance industry. David Budd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Susan M. Chandler
CRD#: 2378573
1111 Third Avenue, Suite 2900, Seattle, WA 98101

Susan Chandler (CRD# 2378573) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Seattle, WA and has over 27 years of experience in the finance industry.

6
Steven B. Chang
CRD#: 4386630
15495 Sw Sequoia Parkway, Suite 150, Portland, OR 97224

Steven Chang (CRD# 4386630) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 20 years of experience in the finance industry.

7
Marie M. Clow
CRD#: 1630660
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Marie Clow (CRD# 1630660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 30 years of experience in the finance industry.

8
Virginia L. Davis
CRD#: 2987975
Medford, OR

Virginia Davis (CRD# 2987975) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Medford, OR and has over 15 years of experience in the finance industry.

9
Mark T. Defeo
CRD#: 3018394
1111 Third Avenue, Suite 2900, Seattle, WA 98101

Mark Defeo (CRD# 3018394) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Seattle, WA and has over 23 years of experience in the finance industry.

10
Ketan A. Desai
CRD#: 2640690
450 Sansome Street, 13th Floor, San Francisco, CA 94111

Ketan Desai (CRD# 2640690) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.