Bradley Stewart, financial advisor Williamsburg VA
96 score

Bradley Stewart

CRD Number: 5576840
Current Firm: Wells Fargo Advisors, LLC

Bradley Stewart (CRD# 5576840) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Williamsburg, VA and has over 7 years of experience in the finance industry. Bradley Stewart 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.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Williamsburg, VA Aug 2012 - Current 4
Wells Fargo Advisors LLC Norfolk, VA Sep 2010 - Aug 2012 1
Wachovia Bank, N.a. Norfolk, VA Jul 2010 - Aug 2012 2
Wells Fargo Financial Williamsburg, VA Feb 2010 - Jul 2010 < 1
Mml Investors Services Inc. Williamsburg, VA Feb 2009 - Feb 2010 1
Massmutual Financial Group Williamsburg, VA Jul 2008 - Feb 2010 1
College Of William & Mary Williamsburg, VA May 2003 - Jan 2009 5
Acarrol's Martini & Wine Bar Williamsburg, VA Mar 2007 - Feb 2008 < 1
Christ United Methodist Church Bethel Park, PA May 2001 - Feb 2008 6
Colonial Downs Racetrack New Kent, VA May 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Bradley J. Stewart
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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