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Craig Stewart

30 Years of Experience
St. Louis, MO
Broker

Craig Stewart is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO, with 30 years of industry experience. Craig 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10093 W. Florissant Ave, St. Louis, MO, 63136-2101

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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.

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Other Business Activities

Craig is involved with Tax Services Inc, an accounting and tax business, and CDS Property LLC, a real estate venture with his spouse. He spends minimal time on the real estate partnership.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2003 - Present · 23 yrs 4 mos
Cetera Financial Specialists LLCBroker
August 2002 - Present · 23 yrs 9 mos
Previous Registrations
Franklin Financial Services CorporationBroker
November 1995 - August 2002 · 6 yrs 9 mos
State Registrations1 state
MO
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.
Craig Stewart - Financial Advisor | TrueAdvisor