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Ryan Stewart
28 Years of Experience
Alpharetta, GA
1 DisclosureBroker
Ryan Stewart is a registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
94 Academy Street, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
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Criminal
July 1988Final Disposition
Other Business Activities
Ryan has 100% ownership in Dixie Hawk LLC and 20% ownership in Mchale Group LLC, both investment-related. He spends no time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
June 2014 - July 2023 · 9 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
June 2014 - July 2023 · 9 yrs 1 mo
Raymond James & Associates, INC.
February 2013 - June 2014 · 1 yr 4 mos
Raymond James & Associates, INC.Broker
February 2013 - June 2014 · 1 yr 4 mos
Morgan Keegan & Company, INC.
March 2009 - February 2013 · 3 yrs 11 mos
Morgan Keegan & Company, INC.Broker
March 2009 - February 2013 · 3 yrs 11 mos
UBS Financial Services INC.
February 2005 - March 2009 · 4 yrs 1 mo
UBS Financial Services INC.Broker
February 2005 - March 2009 · 4 yrs 1 mo
Wachovia Securities, LLC
July 2003 - February 2005 · 1 yr 7 mos
Wachovia Securities, LLCBroker
July 2003 - February 2005 · 1 yr 7 mos
Prudential Securities Incorporated
May 2003 - July 2003 · 2 mos
Prudential Securities IncorporatedBroker
November 1997 - July 2003 · 5 yrs 8 mos
State Registrations32 states
ALARAZCACOCTFLGAHIILINLAMAMDMIMOMSNCNJNMNVNYOHOKORPASCSDTNTXVAWI
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.