Unclaimed Profile

Daniel Martin Stewart

REVERE ASSET MANAGEMENT, INC.·ALLEN, Texas

Series 7, Series 63, Series 65CFA20 years registeredREVERE ASSET MANAGEMENT, INC.

825 WATERS CREEK BLVD, ALLEN, TX 75013CRD# 2649504Firm CRD# 152881

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Martin Stewart · ALLEN, TX

Registration

CRD #2649504 · REVERE ASSET MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

REVERE ASSET

Feb 2010 – present

DANIEL FRISHBERG FINANCIAL SERVICES, INC.

Aug 2006 – Jan 2010

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 2, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

2006Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

REVERE ASSET MANAGEMENT, INC.

CRD 152881 · SEC 801-126706

AUM

$157M

Regulatory assets under management

Employees

579 client accounts

Services offered by REVERE ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at REVERE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Martin Stewart offer?

Daniel Martin Stewart specializes in Investment Management, Wealth Management. Contact their office in ALLEN, Texas for a consultation.

What are Daniel Martin Stewart's credentials?

Daniel Martin Stewart holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Martin Stewart located?

Daniel Martin Stewart is based in ALLEN, Texas, working with REVERE ASSET MANAGEMENT, INC.. Their office serves clients in the ALLEN metropolitan area and surrounding communities.

How does Daniel Martin Stewart charge for services?

Daniel Martin 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 REVERE ASSET MANAGEMENT, INC.?

REVERE ASSET MANAGEMENT, INC. has approximately 4 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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