CS
CFP
CS
CFP

Christopher Stewart

27 Years of Experience
Germantown, TN
BrokerSells Insurance

Christopher Stewart is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Germantown, TN, with 27 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1926 Exeter Road, Germantown, TN, 38138

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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 ActivitiesSells Insurance

Christopher is associated with Asset Advisory Group as an IAR, RR, LHA Agent, and P&C Agent since 2020. He also works with CGM Risk Management as a property and casualty insurance agent, dedicating minimal time to providing insurance to clients and prospects.

Employment History
Current Registrations
Centaurus Financial, INC.
December 2018 - Present · 7 yrs 10 mos
Centaurus Financial, INC.Broker
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Woodbury Financial Services, INC.
March 2011 - December 2018 · 7 yrs 9 mos
Woodbury Financial Services, INC.Broker
February 2011 - December 2018 · 7 yrs 10 mos
AXA Advisors, LLC
April 2004 - March 2011 · 6 yrs 11 mos
AXA Advisors, LLC
August 2000 - December 2002 · 2 yrs 4 mos
AXA Advisors, LLCBroker
December 1998 - March 2011 · 12 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1998 - January 2000 · 1 yr 1 mo
State Registrations5 states
ALFLKSMSTN
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.
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