Douglas StewartCRD Number: 5976765
Current Firm: Advisors Asset Management, Inc.
Douglas Stewart (CRD# 5976765) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Oakton, VA and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Advisors Asset Management, Inc.||Monument, CO||Jun 2014 - Current||2|
|Morgan Stanley Smith Barney||Alexandria, VA||Sep 2011 - Jun 2014||2|
|Sport And Health||Mclean, VA||Feb 2009 - Aug 2011||2|
|Unemployed||Oakton, VA||Nov 2008 - Jan 2009||< 1|
|Dave Motter Contracting||Burke, VA||Nov 2007 - Oct 2008||< 1|
|Ohio State University||Columbus, OH||Sep 2002 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management810MILLIONS
Total Number of Accounts821ACCOUNTS
Average Account Value$986,394
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI