Gregory Stewart, financial advisor Massillon OH
93 score

Gregory Stewart

CRD Number: 5607335
Current Firm: Raymond James Financial Services Advisors, Inc.

Gregory Stewart (CRD# 5607335) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Massillon, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Massillon, OH Apr 2013 - Current 3
Raymond James Financial Services Advisors Inc. Massillon, OH Apr 2013 - Current 3
Sharon Holdings, LLC Sharon Centre, OH Oct 2008 - Current 8
Raymond James & Associates, Inc. Medina, OH Feb 2009 - Apr 2013 4
Raymond James & Associates, Inc. Cleveland, OH Oct 2008 - Feb 2009 < 1
Ohio Window & Door Systems, LLC Medina, OH Jan 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Gregory R. Stewart
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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