Douglas Stewart, financial advisor Oakton VA
90 score

Douglas Stewart

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Douglas C. Stewart
Phone Number: 719-488-9956
Firm Website: http://www.aamlive.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    810
    MILLIONS
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $986,394
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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