David
Stewart
Vanderbilt Advisory Services
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About this Advisor
David Stewart is a financial advisor based in Norwalk, Connecticut, working with Vanderbilt Advisory Services. David has previously held positions at Royal Alliance Associates, Inc, Investment Advisors Asset Management, LLC, Vanderbilt Securities, LLC, and Vanderbilt Advisory Services LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, David is part of Vanderbilt Advisory Services, which operates out of Norwalk, Connecticut. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$1,103,544,071
107
5,069
$217,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Stewart Work History
Vanderbilt Securities, LLC
Vanderbilt Advisory Services LLC
Investment Advisors Asset Management, LLC
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of David Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanderbilt Advisory Services
Woodbury, NY
Brookline, MA
Hudson, MA
Woodbury, NY
Warwick, NY
Woodbury, NY
West Babylon, NY
Woodbury, NY
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