Stewart Schmidt (CRD# 7803093) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has 1 year of experience in the finance industry. Stewart Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6535471
Commonwealth Financial Network
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Jul 2021 - Current | 2 |
| Unhitched Brewery | Louisville, OH | Oct 2021 - Dec 2021 | < 1 |
| Hyderhead Brewery | Deland, FL | Aug 2020 - May 2021 | < 1 |
| Unemployed | Ormond Beach, FL | Apr 2020 - Jul 2020 | < 1 |
| Klayer Accounting & Associates LLC | Ormond Beach, FL | Jan 2020 - Mar 2020 | < 1 |
| Unemployed | Ormond Beach, FL | Sep 2019 - Dec 2019 | < 1 |
| Njy Camps | Milford, PA | Jun 2019 - Aug 2019 | < 1 |
| Unemployed | Milford, PA | Sep 2018 - May 2019 | < 1 |
| Xanterra Travel Collection | Grand Canyon Village, AZ | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Akron, OH | Sep 2017 - May 2018 | < 1 |
| Summit Metro Parks | Akron, OH | May 2017 - Aug 2017 | < 1 |
| Handel's Homemade Ice Cream | Green, OH | Oct 2013 - Aug 2017 | 3 |
- OH
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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