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Benjamin (nmn) Stewart

STEWART WEALTH MANAGEMENT, INC.·SAN RAFAEL, California
Series 7, Series 63, Series 65Clean record24 years registeredSTEWART WEALTH MANAGEMENT, INC.
1050 NORTHGATE DRIVE, SAN RAFAEL, CA 94903CRD# 4350475Firm CRD# 143425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin (nmn) Stewart · SAN RAFAEL, CA
Registration
CRD #4350475 · STEWART WEALTH MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

STEWART WEALTH MANAGEMENT, INC.
Mar 2007 – present
WACHOVIA SECURITIES, LLC
Oct 2001 – Mar 2007
SAN RAFAEL, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · October 2, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWART WEALTH MANAGEMENT, INC.
CRD 143425 · SEC 801-110534
AUM
$438M
Regulatory assets under management
Employees
3
1,489 client accounts
Services offered by STEWART WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEWART WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Benjamin (nmn) Stewart offer?
Benjamin (nmn) Stewart specializes in Financial Planning, Investment Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Benjamin (nmn) Stewart's credentials?
Benjamin (nmn) Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin (nmn) Stewart located?
Benjamin (nmn) Stewart is based in SAN RAFAEL, California, working with STEWART WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Benjamin (nmn) Stewart charge for services?
Benjamin (nmn) Stewart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWART WEALTH MANAGEMENT, INC.?
STEWART WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $438M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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