Mark Christopher Guenard
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 yearsExperience
3 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2024 to now
- Steward Partners Global Advisory, LLCMar 2024 to now
- Steward Partners Investment Solutions, LLCMar 2024 to now
- Saling, Simms, Associates, Inc.Jul 2023 to Mar 2024
- Lincoln Douglas Investments, LLCJul 2022 to Jul 2023
- Columbia Management Investment Distributors IncJan 2017 to Jun 2022
- Alps Fund ServicesMar 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (OH, TX, VA).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3196459
- Firm CRD
- 283004