Stewart Flaherty is a ChFC-designated registered investment advisor, based in Westerville, OH, with 54 years of industry experience. Stewart is also registered as a broker, so some compensation may come from commissions on products sold.
Location
577 Office Parkway, Westerville, OH, 43082
Get directionsHistory
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 ActivitiesSells Insurance
Stewart is involved with The Flaherty Consulting Group, including fixed insurance sales and operating the company, dedicating 100% of his time during business hours. He also owns Legrant, LLC, a private entity for office building ownership, and is the author of two books, one focused on lifestyle financial planning.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Chubb Securities CorporationBroker
Suncan Equity Services CompanyBroker
Chubb Securities CorporationBroker
Kemper Securities Sales CompanyBroker
Investors Diversified Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations30 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.
Exams
More Advisors
- Martin Jerwers, CFP, ChFCFifth Third Securities, INC.
- Tamara Colvin, CFP
- Joseph Mathias, ChFCLPL Financial LLC
- Michael Henn, CFPSwisher Financial Concepts, INC.
- Michael Holly, CFPHarding Financial Group
- Allen Weaver, CFPElevation Financial Partners, LLC