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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 – WE’RE NOT JUST PARTNERS, WE’RE FAMILY

Steward Partners streaming from stewardpartners on Vimeo.

All recognition award information can be found on Steward Partners’ website at http://www.stewardpartners.com/recognition.34.html

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.

News

8/7/2019 – Five Key Steps for a Successful Advisor Transition

1/29/2019 – Creating a Digital Marketing Strategy: How Advisors Can Leap Out of The Gate

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steward partners news ON ADVISORHUB

Steward Partners Recapitalizes, Gets $50 Million from Private Equity Firm

Seven Questions With Tony Sirianni: Steward Partners’ CEO, Jim Gold

Comp/Payout

Advisor Compensation Grid

Production	Cash Earnings
Any	50%

For More Information:

James M Gold

Chief Executive Officer

Steward Partners Global Advisory

(978) 886-8035

James.gold@stewardpartners.com