Bryan Stewart, financial advisor Maitland FL
96 score

Bryan Stewart

CRD Number: 4621063
Current Firm: Ameriprise Financial Services, Inc.

Bryan Stewart (CRD# 4621063) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Maitland, FL and has over 8 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.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Orlando, FL Jun 2012 - Current 4
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
Contact Info for Bryan G. Stewart
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • 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
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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