Owen T. Stewart

MACRO WEALTH ADVISORS

MCKINNEY, TX 75072

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CRD#: 2161641

Professional summary

Owen Thomas Stewart is a registered financial advisor currently at MACRO WEALTH ADVISORS, INC. located in Mckinney, Texas.

Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Owen has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

PRESIDENT OF MACRO FINANCIAL CONCEPTS, INC. dba MACRO WEALTH CONCEPTS INC., FROM 5/1994 TO PRESENT, NON-INVESTMENT RELATED (PREVIOUSLY NAMED MACRO FINANCIAL CONCEPTS, INC.), 80HRS/MONTH, 80HRS/MONTH DURING TRADING HOURS. LANDLORD/OWNER OF OWEN T. STEWART RENTAL PROPERTY FROM 11/95 TO PRESENT, INVESTMENT RELATED, 2HRS/MONTH, 2HRS/MONTH DURING TRADING HOURS. I AM ALSO AN INSURANCE AGENT. ALL OUTSIDE BUSINESSES LISTED ABOVE ARE RUN FROM THE MR. STEWART'S OFFICE OF EMPLOYMENT ADDRESS LISTED IN SECTION 1 OF THIS FORM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Owen Thomas Stewart's CRS (Customer Relationship Summary).

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

Current

January 1, 2001 - Present

MACRO WEALTH ADVISORS, INC.

Office #1: 3109 Gillespie Rd., Mckinney, TX 75072

RIA

CRD#: 127586

MCKINNEY, TX

Past

January 2, 1998 - December 31, 2000

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

March 3, 1995 - December 31, 1997

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

October 14, 1991 - March 1, 1995

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/13/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/16/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/29/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MACRO WEALTH ADVISORS, INC.

MACRO FINANCIAL ADVISORS, INC | MACRO WEALTH ADVISORS, INC.

CRD#: 127586 / SEC#: 801-69057

RIA

Registered Investment Advisory firm - (3/20/2012 Terminated)

Nebraska

Registered Investment Advisory firm - (12/31/2024 Terminated)

New Mexico

Registered Investment Advisory firm - (4/25/2008 Terminated)

South Carolina

Registered Investment Advisory firm - (12/19/2013 Terminated)

Texas

Registered Investment Advisory firm - (1/30/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3109 Gillespie Rd., Mckinney, TX 75072

Mailing Address

Phone number

(214) 387-4647

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 14,810,797

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.

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Owen T. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Owen Thomas Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACRO WEALTH ADVISORS, INC.

SECURITIES AMERICA, INC.

CETERA WEALTH SERVICES, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/1999

Series 63

Date: 10/1/1991

Series 7

Date: 2/29/1996

Series 6

Date: 10/11/1991

Current Firm

MACRO WEALTH ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MACRO WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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