SS
SS

Stephen Stewart

23 Years of Experience
South Ozone Park, NY
Broker

Stephen Stewart is a registered investment advisor, based in South Ozone Park, NY, with 23 years of industry experience.

Location

114-23 Lefferts Blvd, South Ozone Park, NY, 11420

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 Activities

Stephen sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and spends a few hours per week as an Owner/Tax Preparer/Enrolled Agent for E-funding Resources, LLC.

Employment History
Current Registrations
Chelsea Financial Services
November 2025 - Present · 6 mos
Chelsea Advisory Services, INC
November 2025 - Present · 6 mos
Chelsea Financial ServicesBroker
November 2025 - Present · 6 mos
Previous Registrations
Primerica Advisors
September 2020 - November 2025 · 5 yrs 2 mos
PFS Investments INC.Broker
September 2011 - November 2025 · 14 yrs 2 mos
H.D. Vest Investment ServicesBroker
November 2005 - February 2011 · 5 yrs 3 mos
PFS Investments INC.Broker
March 1996 - May 2000 · 4 yrs 2 mos
State Registrations1 state
NY
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.