Stuart James Blewett
Professional Summary
Stuart James Blewett is a registered financial advisor currently at BERKELEY CAPITAL PARTNERS, LLC located in Milton, Georgia. Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Stuart has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ACCESS PRIVATE CAPITAL | BERKELEY CAPITAL PARTNERS, LLC
Contact Information
Main Address
3000 Heritage Walk Suite 301, Milton, GA 30004Phone Number
(678) 690-8700# of Employees
11SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,368AUM (Assets Under Management)
$1,104,421,153Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ACCESS PRIVATE CAPITAL | BERKELEY CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
(8/20/2015)
(8/22/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1993About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 1993About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stuart James Blewett's CRS (Customer Relationship Summary).
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