David Stewart
David Stewart is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5420 Lbj Freeway Ste 1940, Dallas, TX, 75240
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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
David sells fixed insurance products, including life, health, disability, annuities, long-term care, property, and casualty insurance, dedicating minimal time. He is also Executive Vice President at Summit Financial Group, an insurance and financial services company, spending about full-time on this role, and a board member for Cars for Kids, a non-profit, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
State Farm Vp Management CORP.Broker
Nylife Securities LLCBroker
State Registrations1 state
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