Adam
Stewart
United Brokerage Services, Inc
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About this Advisor
Adam Stewart is a financial advisor based out of Martinsburg, West Virginia who has 17 years of relevant experience. Stewart is an advisor for United Brokerage Services, Inc. They have spent all of their employment at United Brokerage Services, Inc. Stewart holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina, Ohio, Pennsylvania, South Carolina and West Virginia. United Brokerage Services, Inc is a registered investment company operating out of Parkersburg, WV. The company has offices in 79 locations and a total of 100 advisors. It oversees $229 million in total assets between its 953 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. United Brokerage Services, Inc offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on which services the firm provides the client. However, fees charged by United Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Brokerage Services, Inc Brokerage Details
$229,449,080
100
953
$240,765
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Stewart Work History
Adam has been registered as a financial advisor for 17 years.*
United Brokerage 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 Adam 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 United Brokerage Services Inc
Mc Lean, VA
Inwood, WV
Uniontown, PA
Wheeling, WV
Dunbar, WV
Martinsburg, WV
Weyers Cave, VA
Clover, SC
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