Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Steward Partners Investment Advisory, LLC financial advisors in Connecticut

Every SEC-registered investment adviser representative at a Steward Partners Investment Advisory, LLC office in Connecticut, by city and A to Z.

The short answer

198 registered advisors work at Steward Partners Investment Advisory, LLC in Connecticut, out of 439 nationwide; it's the firm's number 1 state by advisors, and the most are in Stamford (154). 52 list the CFP designation and 193 are also registered broker representatives.

Steward Partners Investment Advisory, LLC advisors by city in Connecticut

Every firm in Connecticut →

Stamford 154Newtown 3Westport 2

Steward Partners Investment Advisory, LLC advisors in Connecticut, A to Z

Search by name →

Steward Partners Investment Advisory, LLC advisors in every state →Steward Partners Investment Advisory, LLC: assets, clients and custodians →Steward Partners news and advisor moves →Advisor Moves: who changed firms this week →

Steward Partners Investment Advisory, LLC in other states

Florida 37New Jersey 23Oregon 22Virginia 21New York 20District of Columbia 15New Hampshire 14Texas 14Georgia 12Massachusetts 10Missouri 10Maryland 8Ohio 8Wisconsin 8Tennessee 7Maine 6North Carolina 6Louisiana 5Alabama 4Pennsylvania 4Arizona 3Colorado 3Illinois 3Washington 3

Questions

How many Steward Partners Investment Advisory, LLC financial advisors are in Connecticut?

198 investment adviser representatives are registered at Steward Partners Investment Advisory, LLC offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 439 at the firm nationwide. 52 list the CFP designation and 193 are also registered as broker representatives.

Where in Connecticut does Steward Partners Investment Advisory, LLC have the most advisors?

Stamford, with 154, then Newtown (3). Steward Partners Investment Advisory, LLC has advisors in 3 cities in Connecticut.

How do I check a Steward Partners Investment Advisory, LLC advisor in Connecticut?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Steward Partners Investment Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.