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Benjamin (nmn) Stewart

STEWART WEALTH MANAGEMENT, INC.·SAN RAFAEL, California
Clean recordSTEWART 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin (nmn) Stewart is a registered financial advisor based in SAN RAFAEL, California, affiliated with STEWART WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STEWART WEALTH MANAGEMENT, INC.
STEWART WEALTH MANAGEMENT, INC.
AUM
$438M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STEWART WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4350475
Firm CRD# 143425
View on FINRA BrokerCheck →

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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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Research
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