Brian Stewart
Brian Stewart is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
225 Seven Farms Dr, Ste 300, Charleston, SC, 29492
Get directionsHistory
Regulatory History (6)
Financial
June 2020Financial
December 2019Judgment / Lien
September 2019Financial
August 2019Customer Dispute
June 2007Customer Dispute
March 2005Other Business Activities
Brian leases land for mineral rights through Saddleback Resources LLC and is a passive investor in Chase Boards LLC. He also owns Brian Stewart Consulting, LLC, a financial practice, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.