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Stanley P Stewart

VIRTUS FINANCIAL PARTNERS, LLC·WINTER PARK, Florida
Unclaimed Profile
130 W LAKE SUE AVE, WINTER PARK, FL 32789CRD# 5652237Firm CRD# 323365
01

About

Stanley P Stewart is a registered financial advisor based in WINTER PARK, Florida, affiliated with VIRTUS FINANCIAL PARTNERS, 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
VIRTUS FINANCIAL PARTNERS, LLC
VIRTUS FINANCIAL PARTNERS
AUM
$78M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VIRTUS FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5652237
Firm CRD# 323365
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stanley P Stewart offer?
Stanley P Stewart specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Stanley P Stewart's credentials?
Stanley P Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stanley P Stewart located?
Stanley P Stewart is based in WINTER PARK, Florida, working with VIRTUS FINANCIAL PARTNERS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Stanley P Stewart charge for services?
Stanley P 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 VIRTUS FINANCIAL PARTNERS, LLC?
VIRTUS FINANCIAL PARTNERS, LLC has approximately 6 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James William Ferrell — FERRELL WEALTH MANAGEMENT INC.David Alan Witter — FINANCIAL HARVEST, LLCKevin Michael Joyce — HYPERION CAPITAL ADVISORS LLCAndrew John Dubill — AVANTI INVESTMENT ADVISORS, INC.John Musso — BROADCREST ASSET MANAGEMENT, LLC
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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