Winnetka, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$34,708,115,502
ClientsTotal clients
41,723
AdvisorsAdvisors at this office
3
Of 472 advisors across 166 offices
Location
545 Lincoln Ave, Suite 15
Winnetka IL 60093
Advisors at this office
3
Advisors at this office
Daniel L
CFP®, Series 66
Winnetka, IL
Steward Partners Investment Advisory, LLC
Daniel Lockwood is a CFP® certified financial advisor with 26 years of industry experience. He currently works at Steward Partners Investment Advisory, LLC and has previously been employed by Raymond James & Associates, Inc. and Waddell & Reed, Inc. Outside of his advisory role, he serves as a board member for the Foundation for Heating and Speech Resources, a nonprofit organization in Chicago. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning solutions.
Seth L
CFP®, Series 63, Series 65
Winnetka, IL
Steward Partners Investment Advisory, LLC
Seth Lesondak is a CFP® with six years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2024, he worked at Raymond James & Associates from 2020 to 2024 and held various positions in investment and service roles dating back to 2014. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.
Thomas S
Series 66
Winnetka, IL
Steward Partners Investment Advisory, LLC
Thomas Sabatini is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Alliance Bernstein and Raymond James & Associates. Sabatini is based in Winnetka, Illinois. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.
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