Steward Partners Investment Solutions, LLC

Broker-DealerFINRA MemberEst. 1936
Total AUM
—
Advisory reps
512
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
1254
Registered since
January 1, 1936
Website
www.stewardpartners.com

Firm profile

FINTRX

Overview

Steward Partners Investment Solutions, LLC is an SEC-registered limited liability company with a long registration history (SEC registration listed as 1936). The firm is identified as a domestic entity and individual owner type and is not classified in the snapshot data. It reports being an active ESG investor. The profile data indicate the firm does not act as a capital allocator and is not identified as a multi-state adviser in the snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 30%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds30%
  • Cash & Cash Equivalents5%
  • State & Local Bonds4%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 5
  • Jeani Winterbourne

    Jeani Winterbourne

    President, Chief Operating OfficerCRD 1075564

  • Valerie Rivera

    Valerie Rivera

    Chief Operating OfficerCRD 4878906

  • Frank McDonnell

    Frank McDonnell

    Chief Product OfficerCRD 3029073

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Contacts

3 of 507
  • Reed Sloat

    Reed Sloat

    Managing Director, Financial AdvisorCRD 5654701

  • David Lancaster

    David Lancaster

    Managing DirectorCRD 5670474

  • Margaret Wiley

    Margaret Wiley

    Managing Director, Financial AdvisorCRD 5681782

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 101

Active vs passive

$265M in ETFs

Passive

99%

$262M

Active

1%

$3.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$25.8M53,6319.71%
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Location

Primary office

Portland, OR

Washington

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
15495 Sw Sequoia Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth