Steward Partners Investment Solutions, LLC

Steward Partners Investment Solutions, LLC (CRD# 1254) is a financial advisory firm headquartered in Portland, OR. They manage $990,880,713 in 2,712 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
15495 Sw Sequoia Parkway, Suite 150, Portland, OR 97224
https://valenciagroupsp.stewardpartners.com/
By the Numbers
  • Total Assets Under Management
    991
    MILLION
  • Total Number of Accounts
    2,712
    ACCOUNTS
  • Average Account Value
    $365,369
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Steward Partners Investment Solutions, LLC
Showing 11 - 20 of 47 top financial advisors.
11
Christopher Figaro, financial advisor Dallas TX
Christopher J. Figaro
CRD#: 4206565
1920 Mckinney Avenue, Suite 1150, Dallas, TX 75201

Christopher Figaro (CRD# 4206565) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

12
James Forsyth, financial advisor Valencia CA
James R. Forsyth
CRD#: 2924150
28212 Kelly Johnson Parkway, Suite 150, Valencia, CA 91355

James Forsyth (CRD# 2924150) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Valencia, CA and has over 26 years of experience in the finance industry.

13
Michelle Gagiano, financial advisor Lake Oswego OR
Michelle L. Gagiano
CRD#: 5152273
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Michelle Gagiano (CRD# 5152273) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 17 years of experience in the finance industry.

14
Shawn Gergen, financial advisor Eugene OR
Shawn P. Gergen
CRD#: 4257577
Eugene, OR

Shawn Gergen (CRD# 4257577) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Eugene, OR and has over 23 years of experience in the finance industry.

15
Robert Guldner, financial advisor New York NY
Robert J. Guldner
CRD#: 2283980
2 Grand Central Tower, 140 East 45th Street, Floor 36, New York, NY 10017

Robert Guldner (CRD# 2283980) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in New York, NY and has over 30 years of experience in the finance industry.

16
Mark Hwee, financial advisor Lake Oswego OR
Mark Y. Hwee
CRD#: 5573989
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Mark Hwee (CRD# 5573989) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 15 years of experience in the finance industry.

17
Brian Joelson, financial advisor Lake Oswego OR
Brian C. Joelson
CRD#: 2805044
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Brian Joelson (CRD# 2805044) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 27 years of experience in the finance industry.

18
Jeffrey Kantor, financial advisor Lake Oswego OR
Jeffrey D. Kantor
CRD#: 3093179
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Jeffrey Kantor (CRD# 3093179) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 25 years of experience in the finance industry.

19
Sherrie Kerr, financial advisor Portland OR
Sherrie L. Kerr
CRD#: 1880943
15495 Sw Sequoia Parkway, Suite 150, Portland, OR 97224

Sherrie Kerr (CRD# 1880943) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 28 years of experience in the finance industry.

20
Collin Lindsey, financial advisor Lake Oswego OR
Collin D. Lindsey
CRD#: 5721282
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Collin Lindsey (CRD# 5721282) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 14 years of experience in the finance industry.

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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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