Carl
Stuart
Carl Stuart Investment Advisor, Inc
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About this Advisor
Carl Stuart is a financial advisor operating out of Austin, Texas with a total of 25 years of industry experience. Stuart currently works for Carl Stuart Investment Advisor, Inc. Their career trajectory has included roles at Raymond James Financial Services, Inc, Carl Stuart Investment Advisor, Inc and Glg (Gerson Lehman Group Inc). Stuart holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Carl Stuart Investment Advisor, Inc is an advisory company operating out of Austin, TX. It handles $424 million in assets under management between its 993 accounts, placing it among the bigger firms in the nation by assets under management. Of its 993 client accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Carl Stuart Investment Advisor, Inc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on the type of services. Fee types billed by Carl Stuart Investment Advisor, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carl Stuart Investment Advisor, Inc Brokerage Details
$424,173,431
4
993
$427,164
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Carl Stuart Work History
Carl has been registered as a financial advisor for 25 years.*
Carl Stuart Investment Advisor, Inc
Glg (Gerson Lehman Group Inc)
Raymond James Financial Services, 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 Carl Stuart 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 Carl Stuart Investment Advisor, Inc
Austin, TX
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