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Lisa Anne Stewart

SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC·HOUSTON, Texas
Unclaimed Profile
1360 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 6021179Firm CRD# 310572
01

About

Lisa Anne Stewart is a registered financial advisor based in HOUSTON, Texas, affiliated with SHERIDAN PRODUCTION PARTNERS MANAGER III, 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
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
AUM
$676M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6021179
Firm CRD# 310572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Anne Stewart offer?
Lisa Anne Stewart specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Lisa Anne Stewart's credentials?
Lisa Anne Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Anne Stewart located?
Lisa Anne Stewart is based in HOUSTON, Texas, working with SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Lisa Anne Stewart charge for services?
Lisa Anne 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 SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC?
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC has approximately 25 employees and manages $676M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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