Reo S. Stewart
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.
Reo Shane Stewart, CFP®, who also goes by Shane Stewart, was a registered financial professional .
Reo is a previously registered financial professional and started their career in finance in 1994. Reo had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2004
Experience
September 3, 2013 - November 10, 2017
ABLE & STRONG ADVISORS, INC.
November 7, 2002 - March 4, 2003
EQUITY SERVICES, INC.
April 11, 1995 - August 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
March 27, 1995 - August 13, 2002
IDS LIFE INSURANCE COMPANY
March 27, 1995 - August 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
April 11, 1994 - March 29, 1995
FIDELITY BROKERAGE 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
Exams
Current Firm
ABLE & STRONG ADVISORS, INC.
CRD#: 130069 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 43,067,801 |
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.
