The Firm takes steps reasonably necessary to fulfill our fiduciary obligations, including addressing or disclosing conflicts of interest. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. Steward Partners, a Washington D.C.-based firm affiliated with Raymond James Financial, has split with its head of wealth management, according to a source with knowledge of the matter. With approximately 8,400 financial advisors and $1.17 trillion in total client assets*, the company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.Ī FIDUCIARY RESPONSIBILITY TO OUR CLIENTSĪs a Registered Investment Advisor (RIA), Steward Partners Investment Advisory acts as fiduciary to our advisory clients. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.įULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Sponsor and steward innovation through external partnerships. AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP We empower partners to accelerate innovative discoveries into transformative treatments for.
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