Christopher
Stewart

Centaurus Financial, Inc

CRD#3144075
Investment Advisor
in Germantown, TN

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About this Advisor

Christopher Stewart is a financial advisor based in Germantown, Tennessee, working with Centaurus Financial, Inc. Christopher has previously held positions at Woodbury Financial Services, Inc and Centaurus Financial Inc. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Christopher is part of Centaurus Financial, Inc, which operates out of Germantown, Tennessee. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1926 Exeter Road
Germantown, TN 38138

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

TN Average: $7,578,581,321
Total Number of Employees

598

TN Average: 43
Total Number of Accounts

30,814

TN Average: 3,727
Average Account Size

$169,144

TN Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Christopher Stewart Work History

2018 - Present (6 years)

Centaurus Financial Inc

2011 - 2018 (7 years)

Woodbury Financial Services, 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 Centaurus Financial, Inc

Alexis Reynoso
Riverside, CA
Natan Mckenzie
Glen Allen, VA
Jeffrey Thomas
Lexington, SC
Osvaldo Cisneros
Anaheim, CA
Ryan Halterman
Kennewick, WA
William Fuentes
Simi Valley, CA
Angel Davis
Roseville, CA
Stephen Rodgveller
Tucson, AZ

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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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.

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