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Robert Benfred Stewart

THE BURNEY COMPANY·FALLS CHURCH, Virginia
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121 ROWELL COURT, FALLS CHURCH, VA 22046CRD# 4903782Firm CRD# 106945
01

About

Robert Benfred Stewart is a registered financial advisor based in FALLS CHURCH, Virginia, affiliated with THE BURNEY COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
THE BURNEY COMPANY
THE BURNEY COMPANY
AUM
$2.7B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at THE BURNEY COMPANY →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4903782
Firm CRD# 106945
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Benfred Stewart offer?
Robert Benfred Stewart specializes in Financial Planning, Investment Management. Contact their office in FALLS CHURCH, Virginia for a consultation.
What are Robert Benfred Stewart's credentials?
Robert Benfred Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Benfred Stewart located?
Robert Benfred Stewart is based in FALLS CHURCH, Virginia, working with THE BURNEY COMPANY. Their office serves clients in the FALLS CHURCH metropolitan area and surrounding communities.
How does Robert Benfred Stewart charge for services?
Robert Benfred Stewart'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 THE BURNEY COMPANY?
THE BURNEY COMPANY has approximately 42 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FALLS CHURCH
Peter Allison Wentz — THE BURNEY COMPANYEdward Ronald Lara — LARA, MAY & ASSOCIATES, LLCRichard Ronald Romero — LARA, MAY & ASSOCIATES, LLCTracey Albertson Baker — CJM WEALTH ADVISERS, LTD.Senour Hunt — THE BURNEY COMPANY
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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