Company Information

Get to know Steward Partners Global Advisory

Founded in 2013, Steward Partners Global Advisory is a full-service independent partnership created by financial advisors for financial advisors. The company's business model is designed to provide a client-centric, multi-custodial, and collaborative environment for its partners and clients. It focuses on offering a wide range of wealth management solutions, including financial planning, private banking, institutional consulting, and retirement planning, while being associated with Raymond James Financial Services, Inc. for brokerage services.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Steward Partners Global Advisory

United States

Founded in

Nov 2013 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.