STEWARDSHIP FINANCIAL SERVICES, INC.
Legal name: STEWARDSHIP FINANCIAL PLANNING
CRD #128676 SEC #801-128810 IRVINGTON, NY 914-380-1421
SEC Registered
Total AUM
$49.8M
Discretionary
$8.1M
Employees
1
Clients
51
Accounts
32
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELLUARDO, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BELLUARDO, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BELLUARDO, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BELLUARDO, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BELLUARDO, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BELLUARDO, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
NY
Address
90 NORTH BROADWAY, SUITE 218IRVINGTON, NY 10533
United States
Phone: 914-380-1421