Daniel
Stewart
Aegis Wealth Management, Inc
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About this Advisor
Daniel Stewart is a financial advisor based in Glen Allen, Virginia, working with Aegis Wealth Management, Inc. Daniel has previously held positions at Capital One, Lincoln Financial Securities Corporation, Suntrust Investment Services, Inc, Suntrust Advisor Services, Inc, Cuna Brokerage Services, Inc, Suncoast Credit Union, Aegis Wealth Management, Inc, and Fidelity Insurance Of Va. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Florida and Virginia. Currently, Daniel is part of Aegis Wealth Management, Inc, which operates out of Glen Allen, Virginia. The firm has 28 offices and 30 employees. The firm manages assets totaling $143.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Aegis Wealth Management, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$143,104,727
30
1,742
$82,150
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
Daniel Stewart Work History
Aegis Wealth Management, Inc
Fidelity Insurance Of Va
Cuna Brokerage Services, Inc
Suncoast Credit Union
Suntrust Investment Services, Inc
Suntrust Advisor Services, Inc
Lincoln Financial Securities Corporation
Capital One
Disclosures
Please visit the SEC profile of Daniel 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 Aegis Wealth Management, Inc
Layton, UT
Shelton, CT
Guthrie Center, IA
Wheat Ridge, CO
Tewksbury, MA
Salt Lake City, UT
Guthrie Center, IA
Glen Allen, VA
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