Benjamin Stewart, financial advisor San Rafael CA

Benjamin Stewart

CRD Number: 4350475
Current Firm: Stewart Wealth Management, Inc.

Benjamin Stewart (CRD# 4350475) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in San Rafael, CA and has over 21 years of experience in the finance industry.

Similar Advisors
John McNertney, financial advisor San Rafael CA
John T. McNertney
CRD# 2289402
Polaris Wealth Advisory Group
Similar Advisors
William Browne, financial advisor San Rafael CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Rafael CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Company Name Location Dates Years
Stewart Wealth Management, Inc. San Rafael, CA Mar 2007 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Benjamin (. Stewart
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    1,342
    ACCOUNTS
  • Average Account Value
    $226,123
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, NH, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Benjamin Stewart and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.