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Stewart Embry Fields

OPENAIR FINANCIAL, LLC·SOUTHLAKE, Texas
Clean recordOPENAIR FINANCIAL, LLC
280 MIRON DRIVE, SOUTHLAKE, TX 76092CRD# 5881621Firm CRD# 300362

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stewart Embry Fields · SOUTHLAKE, TX
Registration
CRD #5881621 · OPENAIR FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stewart Embry Fields is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with OPENAIR FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
OPENAIR FINANCIAL, LLC
OPENAIR FINANCIAL, LLC
AUM
$183M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OPENAIR FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5881621
Firm CRD# 300362
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stewart Embry Fields offer?
Stewart Embry Fields specializes in Financial Planning, Investment Management. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Stewart Embry Fields's credentials?
Stewart Embry Fields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stewart Embry Fields located?
Stewart Embry Fields is based in SOUTHLAKE, Texas, working with OPENAIR FINANCIAL, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Stewart Embry Fields charge for services?
Stewart Embry Fields's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPENAIR FINANCIAL, LLC?
OPENAIR FINANCIAL, LLC has approximately 7 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPENAIR FINANCIAL, LLC

Chris R Massenburg
SOUTHLAKE, TX
Jonathan Kent Lawton
SOUTHLAKE, TX

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Research
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