# STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 1254
- Type: SEC-registered investment adviser
- SEC file number: 801-67179
- Location: 15495 SW SEQUOIA PARKWAY, SUITE 150, PORTLAND, OR, 97224
- Phone: 971-353-7800
- Latest filing: 2024-05-22
- Regulatory AUM: $990.9M
- Discretionary AUM: $870.8M
- Non-discretionary AUM: $120.0M
- Clients: 524
- Accounts: 2,712

## Officers, owners & control persons (53)

_Showing 25 of 53 people._

| Name | Role | Location |
| --- | --- | --- |
| Scott V Chambers | BOARD OF DIRECTORS MEMBER | American Fork, UT |
| Raymond R Davis | CHAIRMAN OF THE BOARD | Charlotte, NC |
| Raymond Schreiber Davis | CHAIRMAN OF THE BOARD | Royal Oak, MI |
| Scott Wilson Chambers | BOARD OF DIRECTORS MEMBER | — |
| JOHNSON RANDALL JOHN | DIRECTOR | — |
| DAVIS HENRY P | CHAIRMAN; PRESIDENT AND CEO, UMPQUA HOLDINGS CORP. | — |
| SULLIVAN JOHN A | EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP | — |
| STAGGENBORG JENNIFER ANN | FINANCIAL OPERATIONS OFFICER; VICE PRESIDENT | — |
| GORECKI TERRI DIANE | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BROWN DENNIS JOHN | ROSFP | — |
| WEAR BRADFORD ADAM | PRESIDENT | — |
| TIMM SHARON MARIE | VICE PRESIDENT | — |
| DAVID FROHNMAYER | BOARD OF DIRECTORS MEMBER | — |
| DIANA GOLDSCHMIDT | BOARD OF DIRECTORS MEMBER | — |
| THEODORE MASON | BOARD OF DIRECTORS MEMBER | — |
| MATHEW BRUNO | BOARD OF DIRECTORS MEMBER | — |
| STEVE PHILPOTT | BOARD OF DIRECTOR MEMBER | Menlo Park, CA |
| CHAMBERS SCOTT | BOARD OF DIRECTORS MEMBER | — |
| FROHNMAYER DAVID B | BOARD OF DIRECTORS MEMBER; DIRECTOR | — |
| GOLDSCHMIDT DIANA E | BOARD OF DIRECTORS MEMBER | — |
| MASON THEODORE S | BOARD OF DIRECTORS MEMBER | — |
| BRUNO MATTHEW | BOARD OF DIRECTORS MEMBER | — |
| PHILPOTT STEVEN L | CORPORATE SECRETARY, SAWY/EVP & GENERAL COUNSEL, UMPQUA HOLDINGS. | — |
| DAVIS RAYMOND PRESTON | CHAIRMAN | — |
| STRIPLIN HARRY LYNN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, DIRECTOR & ROSFP; CHIEF COMPLIANCE OFFICER & ROSFP (+2 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/1254/brochure
- Similar advisers: https://search.stillhousedata.com/firm/1254/similar
- Related entities: https://search.stillhousedata.com/firm/1254/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/1254

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.