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).
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Total Assets Under Management991MILLION
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Total Number of Accounts2,712ACCOUNTS
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Average Account Value$365,369
- A percentage of assets under your management
- 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)
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
Douglas Lindsey (CRD# 310079) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 44 years of experience in the finance industry.
Justin Lindsey (CRD# 3128360) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Kevin McShane (CRD# 6484577) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry.
William McShane (CRD# 1099025) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 41 years of experience in the finance industry.
Lee Melvin (CRD# 4650995) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry.
Steven Miller (CRD# 2953887) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Las Vegas, NV and has over 26 years of experience in the finance industry.
Mark Morasky (CRD# 2841861) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Keith Morgan (CRD# 3139407) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Clearwater, FL and has over 25 years of experience in the finance industry.
Tinh Nguyen (CRD# 2583389) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 28 years of experience in the finance industry.
Patrick Norris (CRD# 6633491) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Dallas, TX and has over 6 years of experience in the finance industry.