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
http://www.stewart-financial.com
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
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.

CA

Financial Advisors at Stewart Financial Services
No Advisor Found.

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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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