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James Howard Stewart

CARMICHAEL HILL & ASSOCIATES INC·GAITHERSBURG, Maryland
Series 65Clean record27 years registeredCARMICHAEL HILL & ASSOCIATES INC
18 EAST DIAMOND AVE, GAITHERSBURG, MD 20877CRD# 3053760Firm CRD# 105213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Howard Stewart · GAITHERSBURG, MD
Registration
CRD #3053760 · CARMICHAEL HILL & ASSOCIATES INC · 27 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Dec 2024 – present
CARMICHAEL HILL & ASSOCIATES INC
Jan 1999 – Dec 2024
GAITHERSBURG, MD
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARMICHAEL HILL & ASSOCIATES INC
CRD 105213 · SEC 801-34173
AUM
$343M
Regulatory assets under management
Employees
5
893 client accounts
Services offered by CARMICHAEL HILL & ASSOCIATES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CARMICHAEL HILL & ASSOCIATES INC →
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05

Frequently Asked Questions

What services does James Howard Stewart offer?
James Howard Stewart specializes in Financial Planning, Investment Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are James Howard Stewart's credentials?
James Howard Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Howard Stewart located?
James Howard Stewart is based in GAITHERSBURG, Maryland, working with CARMICHAEL HILL & ASSOCIATES INC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does James Howard Stewart charge for services?
James Howard 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 CARMICHAEL HILL & ASSOCIATES INC?
CARMICHAEL HILL & ASSOCIATES INC has approximately 5 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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