Warren
Stewart

Hatteras Investment Partners, Lp

CRD#7133861
Investment Advisor
in Raleigh, NC

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About this Advisor

Warren Stewart is a financial advisor who works in Raleigh, North Carolina with 1 year of relevant experience. Stewart is an advisor for Hatteras Investment Partners, Lp. Throughout their career, Stewart has worked at Hatteras Capital Distributors, LLC, Sensor Electronic Technology, Nitek, Inc, Rubicon Technologies, Inc, Cree, Inc, Job Search, Retired and Hatteras Investment Partners, Lp. Stewart holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Hatteras Investment Partners, Lp is a financial advisory business based in Raleigh, NC. It handles $670 million in assets between its eight customer accounts, making it one of the larger firms in the country by assets under management. Hatteras Investment Partners, Lp has a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fee schedules are based on the type of financial services. However, fees charged by Hatteras Investment Partners, Lp can include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

8510 Colonnade Center Drive Suite 150
Raleigh, NC 27615

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Hatteras Investment Partners, Lp Brokerage Details

Total Assets Under Management

$669,648,238

NC Average: $3,625,019,099
Total Number of Employees

19

NC Average: 22
Total Number of Accounts

8

NC Average: 1,917
Average Account Size

$83,706,030

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Warren Stewart Work History

Warren has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hatteras Investment Partners, Lp

2019 - Present (5 years)

Hatteras Capital Distributors, LLC

2017 - 2019 (2 years)

Retired

2016 - 2017 (1 year)

Sensor Electronic Technology

2014 - 2015 (1 year)

Nitek, Inc

2013 - 2013 (< 1 year)

Rubicon Technologies, Inc

2013 - 2013 (< 1 year)

Job Search

1997 - 2013 (16 years)

Cree, Inc

*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 Warren 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 Hatteras Investment Partners, Lp

Preston Waldrop
Raleigh, NC
Aidan Considine
Raleigh, NC
Brien Perkins
Raleigh, NC
Thomas Mcguire
Raleigh, NC
Alexander Hoon
Raleigh, NC
Stephanie Tindel
Raleigh, NC
David Perkins
Raleigh, NC
Warren Stewart
Raleigh, NC

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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