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Michael Stewart

MARKET CONCEPTS, LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
300 HICKMAN RD, CHARLOTTESVILLE, VA 22911CRD# 6471345Firm CRD# 143838
01

About

Michael Stewart is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with MARKET CONCEPTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MARKET CONCEPTS, LLC
MARKET CONCEPTS, LLC
AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 6471345
Firm CRD# 143838
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Stewart offer?
Michael Stewart specializes in Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Michael Stewart's credentials?
Michael Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Stewart located?
Michael Stewart is based in CHARLOTTESVILLE, Virginia, working with MARKET CONCEPTS, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Michael Stewart charge for services?
Michael Stewart's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARKET CONCEPTS, LLC?
MARKET CONCEPTS, LLC has approximately 2 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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