Donald Stewart is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Denver, CO, with 11 years of industry experience. Donald 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
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is the owner of Financial Strategies Group, which provides financial planning services and wealth management. He dedicates about a quarter of his time to this business, including a significant portion during trading hours.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations11 states
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