DS
Daniel M. Stewart
REVERE ASSET
Allen, TX 75013
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CRD#: 2649504
DS
Professional summary
Daniel Martin Stewart, who also goes by Dan Stewart, Daniel M Stewart, Danny Stewart, is a registered financial advisor currently at REVERE ASSET located in Allen, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Daniel has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Stewart | Daniel M Stewart | Danny Stewart
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.
Limited Partner of JP Stewart Holdings,LP, a private, closely held real estate partnership not offered to clients. Assists in data gathering and overseeing the hired management company responsible for rental and maintenance. Less than 3 hours a month.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Martin 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®
NoneExperience
Current
February 17, 2010 - Present
REVERE ASSET
Office #1: 825 Waters Creek Blvd Suite 385, Allen, TX 75013RIA
CRD#: 152881
Allen, TX
Past
August 2, 2006 - January 7, 2010
DANIEL FRISHBERG FINANCIAL SERVICES, INC.
RIA
CRD#: 109248
SAN ANTONIO, TX
Past
June 2, 1998 - January 24, 2001
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
September 9, 1996 - March 31, 1997
UNITED PACIFIC SECURITIES, INC.
BD
CRD#: 21986
CARLSBAD, CA
Past
August 22, 1995 - July 17, 1996
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
REVERE ASSET
NORAM ASSET MANAGEMENT, INC. | REVERE ASSET MANAGMENT, INC. | REVERE ASSET MANAGEMENT, INC. | REVERE ASSET
CRD#: 152881 / SEC#: 801-126706
RIA
Registered Investment Advisory firm - (10/11/2022 Approved)California
Registered Investment Advisory firm - (11/11/2022 Terminated)Colorado
Registered Investment Advisory firm - (10/25/2022 Terminated)Florida
Registered Investment Advisory firm - (10/12/2022 Terminated)Michigan
Registered Investment Advisory firm - (10/19/2022 Terminated)Texas
Registered Investment Advisory firm - (10/12/2022 Terminated)Virginia
Registered Investment Advisory firm - (10/13/2022 Terminated)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(2/17/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
RA
REVERE ASSET
NORAM ASSET MANAGEMENT, INC. | REVERE ASSET MANAGMENT, INC. | REVERE ASSET MANAGEMENT, INC. | REVERE ASSET
CRD#: 152881 / SEC#: 801-126706
RIA
Registered Investment Advisory firm - (10/11/2022 Approved)California
Registered Investment Advisory firm - (11/11/2022 Terminated)Colorado
Registered Investment Advisory firm - (10/25/2022 Terminated)Florida
Registered Investment Advisory firm - (10/12/2022 Terminated)Michigan
Registered Investment Advisory firm - (10/19/2022 Terminated)Texas
Registered Investment Advisory firm - (10/12/2022 Terminated)Virginia
Registered Investment Advisory firm - (10/13/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
825 Waters Creek Blvd Suite 385, Allen, TX 75013
Mailing Address
Phone number
(855) 732-5932
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 740 |
| AUM (Assets Under Management) | $ 216,756,101 |
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.
