Steward Partners Investment Solutions, LLC

Broker-DealerFINRA MemberEst. 1936
Total AUM
—
Advisory reps
508
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 operates as a limited liability company providing investment advisory and wealth-management services through a broad office network. The firm reports an active environmental, social, and governance (ESG) investment stance and indicates it does not act as a capital allocator. Public filing details are limited on client segmentation and specific business lines, but the firm’s mix of liquid and alternative holdings suggests multi-vehicle portfolio construction for private clients and accounts served through its branch footprint.

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

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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
  • Valerie Rivera

    Valerie Rivera

    Chief Operating OfficerCRD 4878906

  • Robert Guldner

    Robert Guldner

    Chief Compliance OfficerCRD 2283980

  • Jeani Winterbourne

    Jeani Winterbourne

    President, Chief Operating OfficerCRD 1075564

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Contacts

3 of 503

  • Jessica Penovich

    Vice President, PartnerCRD 5970223

  • Christopher Stief

    Christopher Stief

    Executive DirectorCRD 5282817

  • Ellen Fitzgerald

    Ellen Fitzgerald

    Investment Advisor RepresentativeCRD 6439773

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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