Lamont Stewart
Lamont Stewart is a registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 28 years of industry experience. Lamont 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
3450 W Central Ave Ste 332, Toledo, OH, 43606
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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
Lamont is an insurance agent selling life insurance, annuities, and long-term care, dedicating a few hours per week. He is also involved in risk management, rental property management, tax preparation, and financial literacy education, each requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Edward Jones
Edward JonesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations14 states
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