# STEWARD ADVISORS GROUP, LLC

STEWARD ADVISORS GROUP, LLC of HALFMOON, NY is an SEC-registered investment adviser.

## Registration

- CRD: 321846
- Type: SEC-registered investment adviser
- SEC file number: 801-125950
- Location: 139 MEYER ROAD, SUITE 201, HALFMOON, NY, 12065
- Phone: (518) 406-5624
- Latest filing: 2026-03-25
- Regulatory AUM: $105.4M
- Discretionary AUM: $105.4M
- Clients: 11
- Accounts: 112

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (12)

| 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 | — |


## Branch offices (10)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321846/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321846/similar
- Related entities: https://search.stillhousedata.com/firm/321846/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321846

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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.