Earl Stewart, financial advisor Richmond VA

Earl Stewart

CRD Number: 1424905
Current Firm: Sa Stone Investment Advisors Inc.

Earl Stewart (CRD# 1424905) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Richmond, VA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jun 2016 - Current 4
Sterne, Agee & Leach, Inc. Richmond, VA Dec 2011 - Current 9
Sterne Agee Investment Advisors, Inc. Birmingham, AL Dec 2011 - Current 9
Anderson & Strudwick, Inc. Richmond, VA Nov 2008 - Current 12
Wachovia Securities Richmond, VA Jan 1999 - Oct 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S66 NASAA Uniform Combined State Law Examination Oct 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Earl (. Stewart
Phone Number: 800-292-2411
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    2,078
    MILLIONS
  • Total Number of Accounts
    8,484
    ACCOUNTS
  • Average Account Value
    $244,956
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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