Christopher
Stewart

U.S. Bancorp Investments, Inc

CRD#6118708
Investment Advisor
in Albuquerque, NM

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About this Advisor

Christopher Stewart is a financial advisor based in Albuquerque, New Mexico, working with U.S. Bancorp Investments, Inc. Christopher has previously held positions at Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, U.S. Bank, U.S. Bancorp Investments, Inc, and Pnc Bank. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Mexico. Currently, Christopher is part of U.S. Bancorp Investments, Inc, which operates out of Albuquerque, New Mexico. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 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, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

5620 Wyoming Blvd Ne
Albuquerque, NM 87109

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

NM Average: $5,289,111,388
Total Number of Employees

2,307

NM Average: 157
Total Number of Accounts

60,028

NM Average: 8,262
Average Account Size

$264,455

NM Average: $640,173

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
  • Publication of periodicals or newsletters

Christopher Stewart Work History

2022 - Present (2 years)

U.S. Bank

2022 - Present (2 years)

U.S. Bancorp Investments, Inc

2021 - 2022 (1 year)

Pnc Bank

2017 - 2021 (4 years)

Bbva Wealth Solutions Inc

2013 - 2021 (8 years)

Bbva Securities Inc

2012 - 2021 (9 years)

Compass Bank

2012 - 2021 (9 years)

Bbva Compass Insurance Agency, Inc

Disclosures

Please visit the SEC profile of Christopher 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 U.S. Bancorp Investments, Inc

Michael Powers
Elmhurst, IL
Dalip Chadha
Greendale, WI
Maricela Hyatt
Sparks, NV
Aaron Nelson
Colorado Springs, CO
Christine Schaub
Cincinnati, OH
Brandon Daniels
Los Angeles, CA
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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