Carl Stuart Investment Advisor, Inc.

Carl Stuart Investment Advisor, Inc. (CRD# 109995) is a financial advisory firm headquartered in Austin, TX. They manage $468,359,273 in 937 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
623 W 38th Street, Suite 110, Austin, TX 78705
https://www.linkedin.com/in/carl-stuart-715aa310/
By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $499,850
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Carl Stuart Investment Advisor, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carl Stuart, financial advisor Austin TX
Carl W. Stuart
CRD#: 860980
623 W 38th Street, Suite 110, Austin, TX 78705

Carl Stuart (CRD# 860980) is an Investment Advisor Representative working at Carl Stuart Investment Advisor, Inc. in Austin, TX and has over 44 years of experience in the finance industry.

2
Lindsey Stuart, financial advisor Austin TX
Lindsey B. Stuart
CRD#: 7688688
623 W 38th Street, Suite 110, Austin, TX 78705

Lindsey Stuart (CRD# 7688688) is an Investment Advisor Representative working at Carl Stuart Investment Advisor, Inc. in Austin, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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