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
David Balk (CRD# 1987660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 34 years of experience in the finance industry.
Thomas Barr (CRD# 1841229) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in New York, NY and has over 29 years of experience in the finance industry.
Stephen Calder (CRD# 4764302) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 20 years of experience in the finance industry.
Erik Clay (CRD# 5235637) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Madison, WI and has over 13 years of experience in the finance industry.
Marie Clow (CRD# 1630660) 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.
Jed Dewsnup (CRD# 5110884) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Centerville, UT and has over 17 years of experience in the finance industry.
Douglas Eikenberry (CRD# 2371100) 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.
David Elwood (CRD# 2443931) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Florham Park, NJ and has over 30 years of experience in the finance industry.
Thomas Ferrell (CRD# 3162838) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Jasper, AL and has over 25 years of experience in the finance industry.
John Field (CRD# 3087232) 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.