William
Stewart

Geowealth Management LLC

CRD#5746437
Investment Advisor
in Chicago, IL

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About this Advisor

William Stewart is a financial advisor operating out of Chicago, Illinois with a total of 8 years of industry experience. Stewart is on the advisory team at Geowealth Management LLC. The advisor has gained experience at Envestnet Asset Management, Portfolio Brokerage Services and Geowealth Management LLC. Stewart has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to work in Illinois. Geowealth Management LLC is a business that has its headquarters in Chicago, IL. The investment advisory business has a total of 45 financial advisors. It administers $8 billion in total assets across its 63,478 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 23 charities and foundations. Of its 63,478 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Geowealth Management LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services are provided. Fee types billed by Geowealth Management LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

444 N. Michigan Avenue Suite 3150
Chicago, IL 60611

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Geowealth Management LLC Brokerage Details

Total Assets Under Management

$7,546,226,904

IL Average: $6,674,516,078
Total Number of Employees

45

IL Average: 44
Total Number of Accounts

63,478

IL Average: 2,564
Average Account Size

$118,879

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

William Stewart Work History

William has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Geowealth Management LLC

2011 - 2014 (3 years)

Envestnet Asset Management

2011 - 2014 (3 years)

Portfolio Brokerage Services

*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 William 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 Geowealth Management LLC

Luke Harangody
Chicago, IL
Brook Campbell
Chicago, IL
Ross Ringer
Chicago, IL
Jennifer Wing
Greenwich, CT
William Stewart
Chicago, IL
Lindsey Repp
Chicago, IL
Ivo Ivanov
Chicago, IL
Scott Silverman
Chicago, IL

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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