Samuel Stewart
Samuel Stewart is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Austin, TX, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13706 Research Blvd, Ste 306, Austin, TX, 78750
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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 Activities
Samuel works as a senior lifeguard in Galveston, coaches track and cross country at Summit Christian Academy, and ushers at college football games. These activities require minimal time commitment overall.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 states
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.