• Advisors

An Introduction to Steward Partners

Company Overview: Steward Partners Holdings, LLC (SPGH) represents ownership in two companies: Steward Partners Global Advisory (SPGA) and Steward Partners Consulting Solutions (SPCS). All employees are equity owners.

Steward Partners Global Advisory is a full-service wealth management firm, 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 The Largest Financial Services Firms in the world, RIAs and B/Ds.

We give back what 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 Consulting Solutions is a full service consulting firm focused on The DEVELOPMENT and EXECUTION of customized solutions for the industries we serve. Our team and our clients together form ONE team. The combination of our industry tested and deeply experienced leadership team, and our all-inclusive solutions platform are the two key differentiators representing the next evolution in consulting solutions.

Steward Partners Global Advisory, LLC maintains a separate professional business relationship with, and our registered professionals offer securities through,

Raymond James Financial Services, Inc. Member FINRA/SIPC. Privacy Notice

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