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Clendenin Stewart

1 Year of Experience
New York, NY
Broker

Clendenin Stewart is a registered investment advisor at Morgan Stanley, based in New York, NY, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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

Clendenin is an employee in sales/marketing for State and Liberty, a retail/online store, dedicating about 10-20% of their time after business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
State Registrations48 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.
Clendenin Stewart - Financial Advisor | TrueAdvisor