TrueAdvisor
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BS
CFP
BS
CFP

Bryan Stewart

Ameriprise Financial Services, LLC
20 Years of Experience
Maitland, FL
Broker
View SEC Summary
View SEC Summary

Bryan Stewart is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Maitland, FL, with 20 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

217 S Swoope Ave, Maitland, FL, 32751

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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

Bryan is involved in several outside business activities. He owns a tax preparation business, is president and board member of Stewart, and serves on the advisory board for the City of Maitland Police Officer & Firefighters Pension Board, dedicating minimal time to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLC
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Schwab Private Client Investment Advisory, INC.
February 2012 - June 2012 · 4 mos
Charles Schwab & CO., INC.
January 2012 - March 2012 · 2 mos
Charles Schwab & CO., INC.
June 2009 - December 2011 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
June 2009 - June 2012 · 3 yrs
Ameriprise Financial Services, INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
March 2003 - February 2005 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
March 2003 - February 2005 · 1 yr 11 mos
State Registrations15 states
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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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