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Michael Gregory Stewart

BARR FINANCIAL SERVICES, LLC·WINTER PARK, Florida
SIE, Series 6, Series 7TO, Series 63, Series 65Clean record8 years registeredBARR FINANCIAL SERVICES, LLC
2160 NORTH PARK AVENUE, WINTER PARK, FL 32789CRD# 5941515Firm CRD# 125444

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Gregory Stewart · WINTER PARK, FL
Registration
CRD #5941515 · BARR FINANCIAL SERVICES, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

BARR FINANCIAL SERVICES, LLC
Apr 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 65
Registration record
First registered · April 27, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARR FINANCIAL SERVICES, LLC
CRD 125444 · SEC 801-96310
AUM
$201M
Regulatory assets under management
Employees
2
671 client accounts
Services offered by BARR FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BARR FINANCIAL SERVICES, LLC →
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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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Other Advisors at BARR FINANCIAL SERVICES, LLC

Kirk Barr Young
WINTER PARK, FL
CFPChFC

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