Gregory Stewart (CRD# 1582913) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Elmira, NY and has over 37 years of experience in the finance industry. Gregory 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# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4176455
Morgan Stanley
CRD# 4418062
Alsworth Capital Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Two West Capital Advisors LLC | Overland Park, KS | Jul 2020 - Current | 3 |
| Stewart Advisory Services, Inc. | Elmira, NY | May 2013 - Current | 10 |
| Stewart Agency Inc. | Elmira, NY | Nov 1985 - Current | 38 |
| Nationwide Insurance Company | Columbus, OH | Nov 1985 - Jun 2020 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- KS
- NY
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Total Assets Under Management2,760MILLIONS
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Total Number of Accounts1,035ACCOUNTS
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Average Account Value$2,666,888
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IA, KS, LA, MA, MO, NC, NY, OK, PA, TX
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