Alexandra Stewart (CRD# 6721722) is an Investment Advisor Representative working at Buttonwood Financial Advisors, Inc. in Baltimore, MD and has over 7 years of experience in the finance industry. Alexandra Stewart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buttonwood Financial Advisors, Inc. | Baltimore, MD | Mar 2015 - Current | 9 |
| Baltimore Country Club | Baltimore, MD | Oct 2014 - May 2015 | < 1 |
| Mountain Branch | Joppa, MD | Oct 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- MD
- TX
-
Total Assets Under Management308MILLIONS
-
Total Number of Accounts969ACCOUNTS
-
Average Account Value$317,925
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, GA, IL, MD, NH, NY, PA, TX, VA
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