Steward Partners Global Advisory is a full-service financial services firm, with professionals catering to family, institutional and multigenerational investors. SPGA represents the natural evolution within the financial services industry by combining the best of today’s Wire-House, RIA and Independent Models under a modernized version of The Classic Wall Street Partnership structure. The SPGA Leadership team is comprised of Senior Executives, Field Leadership and Operational and Risk experts from some of the largest financial services firms in the world, RIAs and B/Ds.

We give back what many others no longer provide to the satisfaction of advisors and clients alike:

  • Full service concierge platform
  • Cutting edge technology and comprehensive desktop tools
  • Easy to understand compensation model and ownership
  • Partnership culture and positive firm reputation
  • Access to experienced local management who is focused on helping you grow your business

Steward Partners Investment Advisory is registered with the Securities and Exchange Commission (SEC) as an investment advisory firm. We offer our wealth managers the ability to manage assets as traditional registered representatives or as investment advisors. All Steward Partners wealth mangers are dually registered with FINRA and as Investment Advisor Representatives with Steward Partners Investment Advisory