Be advised. This firm is no longer registered.

Stewart Financial Services

Stewart Financial Services (CRD# 134203) is a financial advisory firm headquartered in Carlsbad, CA. They manage $23,070,000 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7040 Avenida Encinas, Suite 104-355, Carlsbad, CA 92011
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $120,156
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Stewart Financial Services
No Advisor Found.

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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