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Financial ADVSR advisor directory · SEC adviser records

Steward Advisors Group, LLC financial advisors in Halfmoon, NY

Every SEC-registered investment adviser representative at a Steward Advisors Group, LLC office in Halfmoon, A to Z.

The short answer

7 registered advisors work at Steward Advisors Group, LLC in Halfmoon, out of 9 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Steward Advisors Group, LLC advisors in Halfmoon, A to Z

Every Steward Advisors Group, LLC advisor →

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Steward Advisors Group, LLC advisors in other cities

Chicago, IL 1Riverside, CA 1

Other firms in Halfmoon

All Halfmoon advisors →

Simmons Capital Group 5

Questions

How many financial advisors does Steward Advisors Group, LLC have in Halfmoon?

7 investment adviser representatives are registered at Steward Advisors Group, LLC offices in Halfmoon, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Steward Advisors Group, LLC one of the largest advisor employers in Halfmoon?

Steward Advisors Group, LLC ranks number 1 in Halfmoon by registered advisors, ahead of Simmons Capital Group (5).

How do I check a Steward Advisors Group, LLC advisor in Halfmoon?

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 Advisors Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.