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Stewart Anderson Gardner

THE STONEHARBOR GROUP, LLC·SANTA FE, New Mexico
Clean recordTHE STONEHARBOR GROUP, LLC
433 PASEO DE PERALTA, SANTA FE, NM 87501CRD# 4409665Firm CRD# 119982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stewart Anderson Gardner · SANTA FE, NM
Registration
CRD #4409665 · THE STONEHARBOR GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stewart Anderson Gardner is a registered financial advisor based in SANTA FE, New Mexico, affiliated with THE STONEHARBOR GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THE STONEHARBOR GROUP, LLC
THE STONEHARBOR GROUP, LLC
AUM
$81M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE STONEHARBOR GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4409665
Firm CRD# 119982
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stewart Anderson Gardner offer?
Stewart Anderson Gardner specializes in Investment Management, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Stewart Anderson Gardner's credentials?
Stewart Anderson Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stewart Anderson Gardner located?
Stewart Anderson Gardner is based in SANTA FE, New Mexico, working with THE STONEHARBOR GROUP, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Stewart Anderson Gardner charge for services?
Stewart Anderson Gardner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE STONEHARBOR GROUP, LLC?
THE STONEHARBOR GROUP, LLC has approximately 1 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE STONEHARBOR GROUP, LLC

Karen Constance Lowell
SANTA FE, NM

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