The Beiley Group-Steward Partners

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About The Beiley Group-Steward Partners

Steward Partners is an employee-owned, full-service independent partnership, catering to family, institutional and multigenerational investors. As employees of Steward Partners, our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions.

We pride ourselves on delivering quality level client service with an unwavering commitment to excellence. We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners provides boutique-style, concierge-level service, customized wealth strategies and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.

See Disclosures

General Information

Firm Start Year

2016

Firm CRD#

1254

Insurance License#

Name of Broker/Dealer

Steward Partners Investment Solutions

Name of Custodial Firm

Raymond James

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Life, Variable Annuity

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$2,000,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Total Assets Under Management by Advisor

$2,000,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Variable

Additional Details on Charges

Managed accounts will be charged by a percentage of assets within the acount, based upon size as well as complexity of the situation, and needs.

Minimum Fee Charged for Managed Accounts

Education

Bachelor of Arts -

Colgate University
1990 -1994

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