STEWARD ADVISORS GROUP, LLC of HALFMOON, NY is an SEC-registered investment adviser (CRD 321846). Regulatory assets under management: $105.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Donald Edward Simmons | CHIEF EXECUTIVE OFFICER AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| Roberta S Dallas | SHAREHOLDER | — |
| Jansen William Hein | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| Eric Fields | PARTNER | — |
| SMITH DENNIS D | INVESTMENT ADVISOR REPRESENTATIVE | — |
| SIMMONS DONALD EDWARD | CHIEF EXECUTIVE OFFICER AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| DALLAS ROBERTA S | INVESTMENT ADVISOR REPRESENTATIVE; SHAREHOLDER | — |
| STARR ERVIN J | MANAGER OF FINANCIAL PLANNING AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| KESSEN DEREK A | INVESTMENT ADVISOR REPRESENTATIVE | — |
| DUTTON CATHY S | CHIEF COMPLIANCE OFFICER | — |
| HEIN JANSEN WILLIAM | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| Roberta S. Dallas | SHAREHOLDER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (888) 225-3350 |
| — | — | 1 | (518) 558-4626 |
| — | — | 1 | 518-504-6593 |
| — | — | 1 | (518) 406-5624 |
| — | — | 1 | (518) 406-5624 |
| — | — | 1 | (888) 225-3350 |
| — | — | 1 | (518) 558-4626 |
| — | — | 1 | 518-504-6593 |
| — | — | 1 | (518) 406-5624 |
| — | — | 1 | (518) 406-5624 |