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The filing also lists Pershing LLC with no separately managed account assets.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Steward Partners Investment Advisory have?","answer":"Steward Partners Investment Advisory has 439 investment adviser representatives registered with state securities authorities, out of 549 employees, and 310 perform investment advisory functions. 471 are registered representatives of a broker-dealer and 337 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Steward Partners Investment Advisory invest in?","answer":"At the end of its last fiscal year, Steward Partners Investment Advisory’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% annuities. 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