Sarasota, FL North Tamiami Trail Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Steward Partners Investment Advisory, LLC
Enterprise
Firm-wide stats for Steward Partners Investment Advisory, LLC
About
Steward Partners Investment Advisory, LLC is an SEC‑registered, enterprise‑scale RIA that manages roughly $36.7 billion in regulatory assets and supports a national advisor base. It serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations, offering investment advisory, financial planning, pension consulting and managed account programs.
The firm provides both discretionary and non‑discretionary portfolio management through Steward Partners‑branded solutions (Personalized, Guided and Discretionary Portfolios, UMAs, Separate Account and Strategy Solutions) and by selecting third‑party money managers and model portfolios; its due‑diligence process is coordinated with custodial and platform partners such as Pershing, Raymond James and SMArtX. Clients can participate in wrap‑fee or non‑wrap programs, receive ongoing monitoring and rebalancing, and obtain financial planning or consulting services that may be implemented through the firm’s advisory programs.
Distinctive features disclosed in the brochure include a December 2025 strategic capital transaction with Ares Management and an expanded lending relationship, a new RIA managed account custodial option through Folio/Goldman Sachs Custody Solutions, and a Steward Partners‑sponsored UMA custodied at Raymond James, alongside an affiliated broker‑dealer (SPIS). The firm also discloses revenue‑sharing and marketing‑support arrangements with custodians, referral and structured‑product referral fees, recruitment‑loan and equity award programs for advisors, and the facilitation of third‑party estate‑planning services (including Wealth.com), all of which the brochure identifies as potential conflicts subject to firm disclosure and oversight.
Location
2 North Tamiami Trail, Ste 602
Sarasota FL 34236
Advisors at this office
6
Advisors at this office
Wolf L
Series 66
Sarasota, FL
Steward Partners Investment Advisory, LLC
Wolf Louis is a financial advisor with Steward Partners Investment Advisory, LLC in Sarasota, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services through both proprietary and third-party investment solutions.
Ryan L
Series 66
Sarasota, FL
Steward Partners Investment Advisory, LLC
Ryan Lynch is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc., Bank of America, N.A., and Merrill. Lynch is based in Sarasota, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.
Justin L
Series 66
Sarasota, FL
Steward Partners Investment Advisory, LLC
Justin Leins is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management, utilizing proprietary Steward Partners solutions and third-party money managers.
Christopher B
Series 65, Series 63
Sarasota, FL
Steward Partners Investment Advisory, LLC
Christopher Bostick is a financial advisor at Steward Partners Investment Advisory, LLC in Sarasota, FL, holding his Series 65 and Series 63 credentials with five years of industry experience. His prior work includes roles at UBS Financial Services and several wealth advisory firms. Outside of his advisory work, he and his wife are involved in managing rental real estate properties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.
Faiza K
CFP®, Series 63, Series 66
Sarasota, FL
Steward Partners Investment Advisory, LLC
Faiza Kedir is a CFP® professional with 20 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held previous roles at Hightower Advisors, Landsberg Bennett Private Wealth Management, and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.
Conor G
Series 66
Sarasota, FL
Steward Partners Investment Advisory, LLC
Conor Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions within government offices and retail prior to joining the financial services industry. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")