William Stewart
William Stewart is a registered investment advisor at Raymond James & Associates, INC., based in Annapolis, MD, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2077 Somerville Road, Suite 320, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is involved with the ESF Dream Camp Foundation in Bryn Manor, PA. The filing does not specify the nature or time commitment of this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Smith Barney INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations23 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.