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 21 - 30 of 47 top financial advisors.
21
Douglas Lindsey, financial advisor Lake Oswego OR
Douglas E. Lindsey
CRD#: 310079
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

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.

22
Justin Lindsey, financial advisor Lake Oswego OR
Justin P. Lindsey
CRD#: 3128360
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

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.

23
Kevin McShane, financial advisor Lake Oswego OR
Kevin W. McShane
CRD#: 6484577
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

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.

24
William McShane, financial advisor Lake Oswego OR
William C. McShane
CRD#: 1099025
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

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.

25
Lee Melvin, financial advisor Lake Oswego OR
Lee A. Melvin
CRD#: 4650995
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

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.

26
Steven Miller, financial advisor Las Vegas NV
Steven A. Miller
CRD#: 2953887
Las Vegas, NV

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.

27
Mark Morasky, financial advisor Walnut Creek CA
Mark J. Morasky
CRD#: 2841861
2121 North California Blvd, Suite 290, Walnut Creek, CA 94596

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.

28
Keith Morgan, financial advisor Dalton GA
Keith Morgan
CRD#: 3139407
105 N Pentz Street, Dalton, GA 30720

Keith Morgan (CRD# 3139407) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Dalton, GA and has over 25 years of experience in the finance industry.

29
Tinh Nguyen, financial advisor Lake Oswego OR
Tinh T. Nguyen
CRD#: 2583389
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

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.

30
Patrick Norris, financial advisor Walnut Creek CA
Patrick Norris
CRD#: 6633491
2121 North California Blvd, Suite 290, Walnut Creek, CA 94596

Patrick Norris (CRD# 6633491) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Walnut Creek, CA and has over 5 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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