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 41 - 47 of 47 top financial advisors.
41
Zachary Calder, financial advisor Farmington UT
Zachary Calder
CRD#: 7185801
1353 North 1075 West, Suite 202, Farmington, UT 84025

Zachary Calder (CRD# 7185801) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Farmington, UT and has over 3 years of experience in the finance industry.

42
David Carbiener, financial advisor Mckinleyville CA
David A. Carbiener
CRD#: 2279691
2620 Central Ave, Mckinleyville, CA 95519

David Carbiener (CRD# 2279691) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Mckinleyville, CA and has over 31 years of experience in the finance industry.

43
Luke Ferrell, financial advisor Jasper AL
Luke T. Ferrell
CRD#: 7374040
102 19th Street E, Suite 200, Jasper, AL 35501

Luke Ferrell (CRD# 7374040) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Jasper, AL and has over 2 years of experience in the finance industry.

44
Amelia Gaspary, financial advisor Lake Oswego OR
Amelia C. Gaspary
CRD#: 4062767
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Amelia Gaspary (CRD# 4062767) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 21 years of experience in the finance industry.

45
Michael Kutsaya, financial advisor Warminster PA
Michael Kutsaya
CRD#: 2821757
Warminster, PA

Michael Kutsaya (CRD# 2821757) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Warminster, PA and has 1 year of experience in the finance industry.

46
Christine Munn, financial advisor New York NY
Christine Munn
CRD#: 1702740
2 Grand Central Tower, 140 East 45th Street, Floor 36, New York, NY 10017

Christine Munn (CRD# 1702740) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in New York, NY and has over 36 years of experience in the finance industry.

47
Kevin Sahli, financial advisor Lake Oswego OR
Kevin G. Sahli
CRD#: 1524192
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Kevin Sahli (CRD# 1524192) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 37 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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