Rob Guldner – Steward Partners

Rob Guldner is the Chief Compliance Officer of Steward Partners, a leading hybrid RIA. He brings more than 30 years of experience in the financial services industry, with a proven track record of supporting independent firms and advisors across compliance, sales, marketing, operations, due diligence, technology, and platform development. Before joining Steward Partners, Rob served as Head of Compliance at Atria Wealth Solutions. He previously held the role of Chief Compliance Officer for Investment Advisory at Osaic, where he led regulatory oversight and compliance initiatives. Rob earned a bachelor’s degree in finance from Marist College as well numerous securities registrations and professional designations including an Investment Advisory Certified Compliance Professional (IAACP) and a Certified Regulatory and Compliance Professional (CRCP) through the FINRA Institute at Georgetown University. In addition, he serves as a member of the Financial Services Institute (FSI) Compliance Council, helping to shape industry standards and best practices.