Silas
Collins
Stewardship Advisory Group, LLC
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About this Advisor
Silas Collins is a financial advisor based out of Seattle, Washington who has 1 year of industry experience. Collins is on the advisory team at Stewardship Advisory Group, LLC. Collins has gained experience at Santa Barbara Imaging Systems, School, Stewardship Colorado LLC, United Planners Financial Services and Stewardship Advisory Group. Collins 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 Colorado and Washington. Stewardship Advisory Group, LLC is an advisory company based out of Clermont, FL. The firm has offices in seven locations and a total of 30 people on staff. It manages $329 million in total assets across its 927 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 927 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. Stewardship Advisory Group, LLC performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services are provided. However, fee types billed by Stewardship Advisory Group, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewardship Advisory Group, LLC Brokerage Details
$328,472,000
30
927
$354,339
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
- Educational seminars/workshops
Silas Collins Work History
Silas has been registered as a financial advisor for 1 years.*
Stewardship Advisory Group
Stewardship Colorado LLC
United Planners Financial Services
Santa Barbara Imaging Systems
School
School
*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 Silas Collins 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 Stewardship Advisory Group, LLC
Byron Center, MI
Clermont, FL
Clermont, FL
Mansfield, TX
Evergreen, CO
Clermont, FL
Clermont, FL
Seattle, WA
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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