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CFP

Stephen Calder

Steward Partners Investment Advisory, LLC
22 Years of Experience
Centerville, UT
Broker
View SEC Summary
View SEC Summary

Stephen Calder is a CFP-designated registered investment advisor at Steward Partners Investment Advisory, LLC, based in Centerville, UT, with 22 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.

Steward Partners Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
478 advisors
Number of Clients
42,763 clients
Average Client Portfolio
$859K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

500 N Marketplace Drive, Suite 222, Centerville, UT, 84014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stephen owns The Calder Financial Group and Calder Properties LLC since 2008, dedicating full-time hours to the former and minimal time to the latter. He also has 50% ownership in Ensign Wealth Partners LLC since 2022, spending a few hours per week on it.

Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
June 2024 - Present · 2 yrs 4 mos
Steward Partners Investment Solutions, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Steward Partners Investment Solutions, LLC
March 2023 - July 2024 · 1 yr 4 mos
Wells Fargo Advisors Financial Network, LLC
September 2008 - April 2023 · 14 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2008 - April 2023 · 14 yrs 7 mos
UBS Financial Services INC.
May 2004 - September 2008 · 4 yrs 4 mos
UBS Financial Services INC.Broker
April 2004 - September 2008 · 4 yrs 5 mos
State Registrations14 states
ARAZCACOFLGAIDMANJNVTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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