A.l. Stuart Investments, LLC

A.l. Stuart Investments, LLC (CRD# 158974) is a financial advisory firm headquartered in Stamford, CT. They manage $150,817,117 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at A.l. Stuart Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
Nathan R. Allen
CRD#: 2392046
1 Dock Street, Suite 410, Stamford, CT 06902

Nathan Allen (CRD# 2392046) is an Investment Advisor Representative working at A.l. Stuart Investments, LLC in Stamford, CT and has over 20 years of experience in the finance industry.

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