Scott
Stewart
Pruco Securities, LLC
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About this Advisor
Scott Stewart is a certified financial planner who works in Walnut Creek, California, with 5 years of relevant experience. Stewart is on the advisory team at Pruco Securities, LLC. The advisor has gained experience at Genworth Financial, Capital Brokerage Corporation, Centurion Capital Group, Inc, Assetmark Brokerage, LLC, Lincoln Financial Advisors Corporation, Minnesota Life Insurance Company, Securian Financial Services Inc, Link-Allen & Associates, Pruco Securities, LLC and Prudential Insurance Company Of America. Stewart has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Pruco Securities, LLC is a registered investment company that has its headquarters in Newark, NJ. The investment advisory business has offices in 42 locations and a total of 2,500 financial advisors. It oversees $14 billion in assets between its 106,737 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 106,737 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Pruco Securities, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely depend on the services provided. However, fees charged by Pruco Securities, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$14,029,321,422
2,500
106,737
$131,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Scott Stewart Work History
Scott has been registered as a financial advisor for 5 years.*
Pruco Securities, LLC
Prudential Insurance Company Of America
Minnesota Life Insurance Company
Securian Financial Services Inc
Link-Allen & Associates
Lincoln Financial Advisors Corporation
Centurion Capital Group, Inc
Genworth Financial
Capital Brokerage Corporation
Assetmark Brokerage, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
