Watchman Steward, Inc.

Watchman Steward, Inc. (CRD# 149989) is a financial advisory firm headquartered in New Smyrna Beach, FL. They manage $4,400,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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 Watchman Steward, Inc.
Showing 1 - 1 of 1 top financial advisors.
James L. Moncrief
CRD#: 5654336
594 Mount Olympus Blvd, New Smyrna Beach, FL 32168

James Moncrief (CRD# 5654336) is an Investment Advisor Representative working at Watchman Steward, Inc. in New Smyrna Beach, FL and has over 9 years of experience in the finance industry.

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