Bryan Stewart (CRD# 4621063) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Maitland, FL and has over 9 years of experience in the finance industry. Bryan 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# 4564502
Ameriprise Financial Services, Inc.
Score
101
CRD# 1014305
American Financial Advisors Inc.
Score
101
CRD# 5992503
Alconbury Trust L.l.c
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, Inc. | Orlando, FL | Jun 2012 - Current | 5 |
| Schwab Private Client Investment Advisory, Inc. | Orlando, FL | Jan 2012 - May 2012 | < 1 |
| Charles Schwab & Company,. Inc. | Orlando, FL | May 2009 - May 2012 | 3 |
| Charles Schwab Bank | Orlando, FL | May 2009 - Dec 2011 | 2 |
| Ameriprise Financial Services, Inc. | Orlando, FL | Sep 2007 - May 2009 | 1 |
| Bank Of New York | Lake Mary, FL | Feb 2005 - May 2009 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- FL
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Total Assets Under Management178,060MILLIONS
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Total Number of Accounts1,085,445ACCOUNTS
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Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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