Mark Stewart
Professional summary
Mark Stewart, who also goes by Mark Steven Stewart, is a registered financial advisor currently at M STEVENS WEALTH ADVISORS, LLC located in Las Vegas, Nevada and M STEVENS SECURITIES, LLC located in Las Vegas, Nevada.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Mark has worked at 13 firms and has passed the Series 66, Series 63, Series 99TO, Series 82TO, Series 79TO, Series 57TO, Series 52TO, SIE, Series 55, Series 7, Series 14, Series 27, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Stewart's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 28, 2018 - Present
M STEVENS WEALTH ADVISORS, LLC
Office #1: 3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169November 13, 2020 - Present
M STEVENS SECURITIES, LLC
Office #1: 3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169Office #2: 3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169June 30, 2020 - February 1, 2023
KINGSWOOD CAPITAL PARTNERS, LLC
September 20, 2017 - April 6, 2018
AMERICAN ASSET ADVISORY, LLC
March 17, 2017 - October 2, 2018
ACCELERATED CAPITAL GROUP
March 3, 2016 - April 27, 2017
ASCENDIANT CAPITAL MARKETS, LLC
June 6, 2003 - June 28, 2005
FINANCE 500, INC.
August 13, 1998 - March 17, 1999
EQUITY TRUST ADVISORS, INC.
March 11, 1997 - March 28, 2014
ACCELERATED CAPITAL GROUP
January 25, 1995 - May 30, 1996
NORTHGATE SECURITIES INC.
September 27, 1993 - January 31, 1995
EQUITRADE SECURITIES CORPORATION
February 20, 1992 - September 11, 1993
QUEST CAPITAL STRATEGIES, INC.
July 26, 1990 - December 19, 1990
IDS LIFE INSURANCE COMPANY
July 26, 1990 - December 19, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/7/2024)
(3/28/2018)
(11/30/2020)
(2/1/2022)
(10/31/2024)
(2/28/2021)
(8/31/2020)
(4/16/2019)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 55
Date: 7/21/2003
Limited Representative-Equity Trader ExamFINRA
Current Firm
M STEVENS WEALTH ADVISORS, LLC
CRD#: 291482 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 91 |
| AUM (Assets Under Management) | $ 7,282,831 |
Red Flags
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