CS
CFP
CS
CFP

Christopher Stewart

31 Years of Experience
Glen Allen, VA
BrokerSells Insurance

Christopher Stewart is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Glen Allen, VA, with 31 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

4932 Dominion Boulevard, Glen Allen, VA, 23060

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher is a notary public and offers life insurance products through Fidelity Insurance Agency of VA, spending minimal time on this activity. He also owns a building and collects rent through Stewart Partners, LLC, dedicating minimal time, and is a Managing Partner at Stewart Wealth Advisors LLC, spending full-time hours.

Employment History
Current Registrations
Integrity Alliance, LLC
August 2017 - Present · 9 yrs 2 mos
Integrity Alliance, LLC.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Lincoln Financial Securities Corporation
April 2008 - August 2017 · 9 yrs 4 mos
Lincoln Financial Securities CorporationBroker
August 2007 - August 2017 · 10 yrs
National Asset Management, INC.
January 2006 - July 2007 · 1 yr 6 mos
National Securities CorporationBroker
October 2001 - July 2007 · 5 yrs 9 mos
First Union Securities Financial Network, INC.Broker
April 2001 - November 2001 · 7 mos
Josephthal & CO., INC.Broker
September 1998 - April 2001 · 2 yrs 7 mos
H.J. Meyers & CO., INC.Broker
November 1994 - October 1998 · 3 yrs 11 mos
State Registrations8 states
FLMDNYOKPATXVAWV
AdvisorBrokerBoth

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.
More Advisors