Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
23yrs
Travis Munro
Financial advisor at Steward Partners Investment Advisory
Based in Stamford, Connecticut, Travis Munro is a financial advisor with 23 years of industry experience. Travis has been with Steward Partners Investment Advisory since 2026; before that, Travis spent a year at Momentum Independent Network and ten years at Capital Analysts. Travis holds the CFP® designation.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$831,870
Advisors at the firm477
States licensed ?1 state
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Feb 2026 – nowSteward Partners Investment Advisory, LLCCurrent firm
- Aug 2024 – Feb 2026Momentum Independent Network Inc.Previously
- 2014 – 2024Capital AnalystsPreviously
- 2010 – 2024Lincoln InvestmentPreviously
- 2006 – 2010MM Ascend Life Investor Services, LLCPreviously
Contact Travis
(866) 694-7769Steward Partners Investment Advisory main office 400 Atlantic Street Floor 10, Suite 1020Stamford, CT 06901Office · Get directions Firm websitefreedomstreetpartners.stewardpartners.com
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Questions to ask Travis
Tailored to Travis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Travis
How do I contact Travis?
Call Steward Partners Investment Advisory at (866) 694-7769 and ask for Travis Munro. Travis works from the Stamford, CT office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2003, about 23 years. More experience than 69% of advisors nationwide.
What licenses does Travis hold?
Series 63. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Travis paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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