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Stewart J. Nadel

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CRD#: 1095023
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stewart Jay Nadel was a registered financial professional .

Stewart is a previously registered financial professional and started their career in finance in 1983. Stewart had worked at 6 firms and has passed the SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 2, 2007 - November 10, 2014

AKAR CAPITAL MANAGEMENT, INC.

BD
CRD#: 10791
PLANTATION, FL
Past

January 21, 1993 - July 2, 2007

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
PLANTATION, FL
Past

January 18, 1993 - July 2, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

March 31, 1989 - December 31, 1992

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

January 18, 1988 - March 31, 1989

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291
NORTH PALM BEACH, FL
Past

February 24, 1986 - February 2, 1988

AKAR CAPITAL MANAGEMENT, INC.

BD
CRD#: 10791
Past

July 29, 1983 - March 5, 1986

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
Past

March 11, 1983 - August 1, 1983

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 11/10/2014
Securities Industry Essentials Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
AKAR CAPITAL MANAGEMENT, INC.
AKAR CAPITAL MANAGEMENT, INC. | DON CHARLES INVESTMENT GROUP, INC. | CHARLES, AKAR & ASSOCIATES, INC.

CRD#: 10791 / SEC#: , 8-28026

Florida
Registered Investment Advisory firm - SEC (7/31/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
8551 W. Sunrise Blvd. #102a #102a, Plantation, FL 33322
Mailing Address
8551 W. Sunrise Blvd #102a, Plantation, FL 33322
Phone number
(954) 476-7011
Established
Florida since 06/18/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
1

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
AKAR, EMIL APRESIDENT\ CCO1239404

Regulatory assets under management


Total Number of Accounts62
AUM (Assets Under Management)$ 49,000,000

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AKAR CAPITAL MANAGEMENT, INC.

CRD#: 10791

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