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Michael Gregory Stewart

BARR FINANCIAL SERVICES, LLC·WINTER PARK, Florida
Unclaimed Profile
2160 NORTH PARK AVENUE, WINTER PARK, FL 32789CRD# 5941515Firm CRD# 125444
01

About

Michael Gregory Stewart is a registered financial advisor based in WINTER PARK, Florida, affiliated with BARR FINANCIAL SERVICES, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
BARR FINANCIAL SERVICES, LLC
BARR FINANCIAL SERVICES, LLC
AUM
$201M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BARR FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5941515
Firm CRD# 125444
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Gregory Stewart offer?
Michael Gregory Stewart specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Michael Gregory Stewart's credentials?
Michael Gregory Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Gregory Stewart located?
Michael Gregory Stewart is based in WINTER PARK, Florida, working with BARR FINANCIAL SERVICES, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Michael Gregory Stewart charge for services?
Michael Gregory 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 BARR FINANCIAL SERVICES, LLC?
BARR FINANCIAL SERVICES, LLC has approximately 2 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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