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Michelle Lee Sears

STEWART CAPITAL ADVISORS, LLC·INDIANA, Pennsylvania
SIE, Series 7, Series 66Clean record17 years registeredSTEWART CAPITAL ADVISORS, LLC
800 PHILADELPHIA STREET, INDIANA, PA 15701CRD# 5485135Firm CRD# 134012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Lee Sears · INDIANA, PA
Registration
CRD #5485135 · STEWART CAPITAL ADVISORS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Mar 2025 – present
LPL FINANCIAL LLC
Mar 2020 – May 2022
JOHNSTOWN, PA
TRUSTMONT ADVISORY GROUP, INC.
Aug 2017 – Sep 2018
GREENSBURG, PA
INVESTMENT PROFESSIONALS, INC.
Dec 2008 – Dec 2016
INDIANA, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 3, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWART CAPITAL ADVISORS, LLC
CRD 134012 · SEC 801-64212
AUM
$1.1B
Regulatory assets under management
Employees
10
1,090 client accounts
Services offered by STEWART CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STEWART CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michelle Lee Sears offer?
Michelle Lee Sears specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in INDIANA, Pennsylvania for a consultation.
What are Michelle Lee Sears's credentials?
Michelle Lee Sears is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Lee Sears located?
Michelle Lee Sears is based in INDIANA, Pennsylvania, working with STEWART CAPITAL ADVISORS, LLC. Their office serves clients in the INDIANA metropolitan area and surrounding communities.
How does Michelle Lee Sears charge for services?
Michelle Lee Sears's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWART CAPITAL ADVISORS, LLC?
STEWART CAPITAL ADVISORS, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEWART CAPITAL ADVISORS, LLC

Timothy P Mckee
INDIANA, PA
Jason Van Doren Forman
INDIANA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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