NEW YORK, Nov. 21, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Mainstay Wealth Management, adding four advisors and over $850 million in assets under management to Steward Partners' roster in its Legacy Division.
[...]Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Mainstay Wealth Management, adding four advisors and over $850 million in assets under management to Steward Partners' roster in its Legacy Division.
[...]NEW YORK, Nov. 13, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced today the introduction of G2G Wealth Management at Steward Partners to the platform, born from the addition of two financial advisors and $175 million in assets under [...]
NEW YORK, Sept. 27, 2024 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced the expansion of its leadership team with the promotions of Jeff Gonyo to head of wealth management, Kirstie Eustace to chief administrative officer, and [...]
NEW YORK, May 28, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today a new partnership with Coastal 360 Capital Advisors, adding two advisors and over $320 million in assets under management to Steward Partners' roster.
[...]NEW YORK, April 18, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisitions of financial advisory firms Monaco Capital and Saling Simms under Steward Partners' Freedom Street merger. The two firms will add five advisors and a combined total of $488 million i [...]
NEW YORK, April 5, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, welcomed a fleet of new advisors and teams in the months of January and February, bringing in over $1 billion in assets under management to the firm.
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