Stewart Hartman is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13625 California Street, Suite 400, Omaha, NE, 68154
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 Activities
Stewart is a sole proprietor/owner/partner of 235 Sam LLC, a rental property in Sioux City, IA, since January 2014. He dedicates minimal time to this investment-related activity both during and after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Warner Group, INC.
Warner Group, INC.Broker
Pecaut & CO.
Pecaut & CO.Broker
State Registrations14 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.