Stewart Beach is a CFA, CFP-designated registered investment advisor, based in Aurora, IL, with 30 years of industry experience.
Location
201 N. Constitution Dr., Aurora, IL, 60506
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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 ActivitiesSells Insurance
Stewart is the principal of Clear Perspective Advisors LLC, dedicating nearly full-time hours to this RIA. He also serves as a board member for Dunham Fund and Plum Landing, and sells insurance products for a few hours per week.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Securities, LLC
Previous Registrations
Clear Perspective Advisors, LLC
Ausdal Financial Partners, INC.Broker
Clear Perspective Advisors, LLC
Clear Perspective Advisors, LLC
River Street Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Ibaa Securities CorporationBroker
Vining-Sparks Ibg, Limited PartnershipBroker
State Registrations1 state
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.