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
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts192ACCOUNTS
-
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

Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.