Shanyn Stewart, financial advisor Lambertville MI

Shanyn Stewart

CRD Number: 2846225
Current Firm: Advanced Financial Management, Inc.

Shanyn Stewart (CRD# 2846225) is an Investment Advisor Representative working at Advanced Financial Management, Inc. in Lambertville, MI and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Financial Management, Inc. Lamberville, MI Oct 2020 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2011 - Oct 2020 9
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Oct 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Jan 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shanyn K. Stewart
Phone Number: 734-856-5698
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $86,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI, TX

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