GS
CFP · ChFC
GS
CFP · ChFC

Gregory Stewart

18 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2205 College Ave., Elmira, NY, 14903

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gregory owns GK Office Equities LLC, a commercial property management company, dedicating a few hours per week to this activity. He also volunteers as a financial planner for the Foundation for Financial Planning, spending minimal time per month.

Employment History
Current Registrations
Two West Capital Advisors LLC
July 2020 - Present · 5 yrs 8 mos
Previous Registrations
Stewart Advisory Services, INC.
May 2015 - November 2020 · 5 yrs 6 mos
Nationwide Securities, LLC
August 2008 - May 2013 · 4 yrs 9 mos
1717 Capital Management Company
April 2005 - August 2008 · 3 yrs 4 mos
State Registrations2 states
KSNY
Advisor

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.

Exams
No exam information available for this advisor.
Gregory Stewart - Financial Advisor | TrueAdvisor