Form CRS

SPIA Combined Form CRS

Fee Schedules

Steward Partners Investment Solutions Fee Schedule (Raymond James) – July 2025

Steward Partners Investment Solutions Fee Schedule (Pershing) - December 2025

Schwab Pricing Guide

Regulation Best Interest Disclosures

Steward Partners Investment Solutions

Firm Brochure

Steward Partners Investment Advisory ADV2A Brochure

Wrap Fee Brochures

Steward Partners Investment Advisory - Raymond James Wrap Fee Program Brochure

Steward Partners Investment Advisory Managed Account Program Wrap Fee Brochure

Steward Partners Investment Advisory – RIA Managed Accounts Wrap Fee Brochure

Privacy Notice

Steward Partners - Privacy Notice

California Consumer Privacy Act Notice

Text Messaging (SMS) Disclosure and Consent

Business Continuity Plans

Steward Partners Business Continuity Plan

Other Disclosures

Social Media Disclosure

Indirect Compensation Disclosure

SEC Rule 606 requires all brokerage firms to make publicly available reports on their ordering practices. In accordance to Rule 606, please refer to our clearing firms’ order routing statistics:

• Raymond James & Associate, Inc. - here.
• Pershing - here