Lindsay Stuart, financial advisor Portland OR

Lindsay Stuart

CRD Number: 6240748
Current Firm: Moss Adams Wealth Advisors LLC

Lindsay Stuart (CRD# 6240748) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Portland, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Moss Adams Wealth Advisors LLC Portland, OR Apr 2018 - Current 3
Charles Schwab Bank Portland, OR Aug 2015 - Apr 2018 2
Charles Schwab & Company, Inc. Portland, OR Aug 2013 - Apr 2018 4
W Scottsdale Hotel Scottsdale, AZ Sep 2012 - Sep 2013 1
Bliss SPA Scottsdale, AZ May 2013 - Aug 2013 < 1
Unemployment Scottsdale, AZ Aug 2012 - Sep 2012 < 1
Unemployed Tempe, AZ Jan 2012 - Sep 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Lindsay M. Stuart
Phone Number: 206-302-6500
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    2,781
    MILLIONS
  • Total Number of Accounts
    3,444
    ACCOUNTS
  • Average Account Value
    $807,402
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)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, MI, MT, NV, NY, OR, TX, WA

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