John
Stewart

Trb Wealth Management, LLC

CRD#6334799
Investment Advisor
in Harlingen, TX

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About this Advisor

John Stewart is a financial advisor who works in Harlingen, Texas with 1 year of industry experience. Stewart works at Trb Wealth Management, LLC. Throughout their career, Stewart has worked at Sendero Wealth Management, LLC, Hill Country Bakery, Dimensional Fund Advisors, Native Medical Supply, Larry Wunsch And Assoc, Trb Wealth Management, LLC, Texas Regional Bank and Sendero Securities. Stewart holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Trb Wealth Management, LLC is an advisory business headquartered in Harlingen, TX. The firm has offices in two locations and a total of seven employees. It has $489 million in total assets among its 1,209 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,209 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in investable assets. Trb Wealth Management, LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees largely depend on the type of financial services. However, fee types billed by Trb Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

6770 West I-2 (Expressway 83)
Harlingen, TX 78552

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Trb Wealth Management, LLC Brokerage Details

Total Assets Under Management

$489,011,206

TX Average: $3,042,739,679
Total Number of Employees

7

TX Average: 49
Total Number of Accounts

1,209

TX Average: 2,315
Average Account Size

$404,476

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

John Stewart Work History

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

2022 - Present (2 years)

Trb Wealth Management, LLC

2022 - Present (2 years)

Texas Regional Bank

2019 - 2022 (3 years)

Dimensional Fund Advisors

2017 - 2017 (< 1 year)

Larry Wunsch And Assoc

2016 - 2019 (3 years)

Native Medical Supply

2014 - 2016 (2 years)

Sendero Wealth Management, LLC

2014 - 2016 (2 years)

Sendero Securities

2011 - 2014 (3 years)

Hill Country Bakery

*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 John 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 Trb Wealth Management, LLC

Kevin Whitworth
Austin, TX
Stacy Wells
Southlake, TX
John Tippit
Harlingen, TX
John Stewart
Harlingen, TX
Eduardo Caso
Harlingen, TX
Alma Villarreal
Harlingen, TX
Ricardo Garcia Fuentes
Harlingen, TX
Linda Roberts
Harlingen, TX

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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