At a Glance

Steward Partners Global Advisory welcomes you to explore our full-service independent partnership. Our firm is geographically focused in the Mid-Atlantic and Northeast regions. We are headquartered in Washington, DC. with offices in New York, New Jersey, Massachusetts, New Hampshire, Maryland, Virginia, Florida and Texas.


Steward Partners

Recruit Deal

75% to 200%

Upfront payment: up to 100% cash and up to 100% in equity

Total 200% all upfront.

A succession plan deal could be less in cash + equity. Books/practices under $1M for candidates looking to retire are looked at.


Advisor Compensation Grid
Production Cash Earnings
Any 50%


For More Information:

James M Gold

Chief Executive Officer

Steward Partners Global Advisory

(978) 886-8035