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Joseph David Stewart

PSC MANAGER LLC·YARDLEY, Pennsylvania
Unclaimed Profile
1000 FLORAL VALE BOULEVARD, YARDLEY, PA 19067CRD# 7973917Firm CRD# 311756
01

About

Joseph David Stewart is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with PSC MANAGER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PSC MANAGER LLC
PSC MANAGER LLC
AUM
$779M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at PSC MANAGER LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7973917
Firm CRD# 311756
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph David Stewart offer?
Joseph David Stewart specializes in Retirement Planning. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Joseph David Stewart's credentials?
Joseph David Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph David Stewart located?
Joseph David Stewart is based in YARDLEY, Pennsylvania, working with PSC MANAGER LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Joseph David Stewart charge for services?
Joseph David Stewart'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 PSC MANAGER LLC?
PSC MANAGER LLC has approximately 20 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in YARDLEY
Bridghet Elizabeth Sarah Donato — PSC MANAGER LLCJohn David Rea — CROSSGATE WEALTH ADVISORS, LLCBarry Howard — EQUUS CAPITAL PARTNERS, LTD.Robert Alan Connell — APEX FINANCIAL ADVISORS, INCNicholas Vincent Ventura — NVWM LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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