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VERIFIEDThe Beiley Group-Steward Partners
400 Atlantic Street
Suite 1020
Stamford, CT 06901
212-364-0079
About The Beiley Group-Steward Partners
Steward Partners is an employee-owned, full-service independent partnership, catering to family, institutional and multigenerational investors. As employees of Steward Partners, our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions.
We pride ourselves on delivering quality level client service with an unwavering commitment to excellence. We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners provides boutique-style, concierge-level service, customized wealth strategies and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.
See Disclosures
General Information
Firm Start Year
2016
Firm CRD#
1254
Insurance License#
Yes
Name of Broker/Dealer
Steward Partners Investment Solutions
Name of Custodial Firm
Raymond James
Years of Experience in Financial Services
31
Number of Years with Current Firm
10
Work with the following types of clients
Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types
Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Video Conference, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Life, Variable Annuity
Firm Information
Firm's Number of Clients
400
Firm's Number of Managed Clients
300
Assets Managed by Firm
$2,000,000,000
Advisor's Number of Clients
400
Advisor's Number of Managed Clients
300
Total Assets Under Management by Advisor
$2,000,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets, Commissions
Fee % Based on Assets
Variable
Additional Details on Charges
Managed accounts will be charged by a percentage of assets within the acount, based upon size as well as complexity of the situation, and needs.
Minimum Fee Charged for Managed Accounts
N/A
Education
Bachelor of Arts -
Colgate University
1990 -1994