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Building 2STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Map pinSTAMFORD, CT
Phone866-694-7769
NotebookSEC #801-107426
Total AUM
$33.5B
Employees
549
Clients
40,426

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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