Macgregor Maitland
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Steward Partners Investment Advisory, LLCJun 2024 to now
- Steward Partners Global Advisory, LLCMar 2022 to now
- Steward Partners Investment Solutions, LLCMar 2022 to now
- Lincoln Financial AdvisorsNov 2018 to Mar 2022
- Lincoln Financial Securities CorporationNov 2018 to Mar 2022
- Commonwealth Financial NetworkApr 2018 to Nov 2018
- Signator Investors, IncApr 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 4149910
- Firm CRD
- 283004