Shreveport, LA Office
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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.
Expertise
Occupation focus
Demographic focus
Location
333 Texas Street, Suite 2230
Shreveport LA 71101
Advisors at this office
6
Advisors at this office
Scott S
Series 66
Shreveport, LA
Steward Partners Investment Advisory, LLC
Scott Salvail is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Raymond James Financial Services, Inc. and Morgan Stanley Private Bank. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.
Denis P
CFP®, Series 63, Series 65
Shreveport, LA
Steward Partners Investment Advisory, LLC
Denis Poljak is a CFP® with over 31 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes previous roles at Morgan Stanley Private Bank and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and selected third-party managers.
Davor P
Series 66
Shreveport, LA
Steward Partners Investment Advisory, LLC
Davor Poljak is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a support company based in Shreveport, LA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management.
Joseph F
Series 66
Shreveport, LA
Steward Partners Investment Advisory, LLC
Joseph Fell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a wealth and portfolio specialist support company. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning solutions.
Jason A
Series 66
Shreveport, LA
Steward Partners Investment Advisory, LLC
Jason Adams is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, where he serves as a client relationship manager. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and portfolio management services.
John S
Series 66
Shreveport, LA
Steward Partners Investment Advisory, LLC
John Simpson II is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a wealth and portfolio specialist business based in Shreveport, LA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options.
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