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Patrick James Plunkett

STEWARDSHIP FINANCIAL ADVISORS, LLC·STOCKBRIDGE, Georgia
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record9 years registeredSTEWARDSHIP FINANCIAL ADVISORS, LLC
345 CORPORATE CENTER COURT, STOCKBRIDGE, GA 30281CRD# 5974375Firm CRD# 125724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick James Plunkett · STOCKBRIDGE, GA
Registration
CRD #5974375 · STEWARDSHIP FINANCIAL ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Apr 2021 – present
STEWARDSHIP FINANCIAL ADVISORS, LLC
Aug 2017 – Jun 2021
STOCKBRIDGE, GA
CETERA ADVISORS LLC
Oct 2016 – Jun 2021
STOCKBRIDGE, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · October 18, 2016
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWARDSHIP FINANCIAL ADVISORS, LLC
CRD 125724 · SEC 801-67808
AUM
$777M
Regulatory assets under management
Employees
14
1,740 client accounts
Services offered by STEWARDSHIP FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEWARDSHIP FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Patrick James Plunkett offer?
Patrick James Plunkett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKBRIDGE, Georgia for a consultation.
What are Patrick James Plunkett's credentials?
Patrick James Plunkett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Patrick James Plunkett located?
Patrick James Plunkett is based in STOCKBRIDGE, Georgia, working with STEWARDSHIP FINANCIAL ADVISORS, LLC. Their office serves clients in the STOCKBRIDGE metropolitan area and surrounding communities.
How does Patrick James Plunkett charge for services?
Patrick James Plunkett'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 STEWARDSHIP FINANCIAL ADVISORS, LLC?
STEWARDSHIP FINANCIAL ADVISORS, LLC has approximately 14 employees and manages $777M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEWARDSHIP FINANCIAL ADVISORS, LLC

John Bell Keeble
STOCKBRIDGE, GA
CFPChFC
Charles Bernard Pyke
STOCKBRIDGE, GA
Jonathan Shane Hunter
STOCKBRIDGE, GA
CFP
Matthew Scott Godleski
STOCKBRIDGE, GA
CFPCFA

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Research
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