Yulya Stewart, financial advisor Seattle WA

Yulya Stewart

CRD Number: 7026008
Current Firm: The Clarius Group, LLC

Yulya Stewart (CRD# 7026008) is an Investment Advisor Representative working at The Clarius Group, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Clarius Group, LLC Seattle, WA Feb 2019 - Current 5
The Pacific Financial Group Bellevue, WA Oct 2012 - Jan 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Yulya Stewart
Phone Number: 206-462-7400
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,986
    MILLIONS
  • Total Number of Accounts
    1,124
    ACCOUNTS
  • Average Account Value
    $3,546,618
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, ID, TX, WA

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