Stewart B. Leafblad

ROSS WEALTH GROUP

Arlington, TX 76012

Some features on this profile are disabled

CRD#: 2765315

Professional summary

Stewart Bruce Leafblad, who also goes by Stew Leafblad, Stew Bruce Leafblad, is a registered financial advisor currently at ROSS WEALTH GROUP, LLC located in Arlington, Texas and SWMG, LLC located in Fort Worth, Texas.

Stewart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stewart has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stew Leafblad | Stew Bruce Leafblad

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.

Russ Ross Consultants, LLC; investment-related; at reported business location(s); insurance agency; agent; 01/02/2024; 40 hours/month; 40 hours/month during securities trading hours; duties: As a licensed Insurance Agent, selling Annuities, Life Insurance, LTC and possible other products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stewart Bruce Leafblad's CRS (Customer Relationship Summary).

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

December 20, 2024 - Present

ROSS WEALTH GROUP, LLC

Office #1: 1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012

RIA

CRD#: 331750

Arlington, TX

Current

October 22, 2025 - Present

SWMG, LLC

Office #1: 3343 Locke Ave Ste 107, Fort Worth, TX 76107

RIA

CRD#: 166688

FORT WORTH, TX

Past

May 21, 2024 - August 4, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Arlington, TX

Past

September 20, 2023 - November 15, 2023

SWMG, LLC

RIA

CRD#: 166688

FORT WORTH, TX

Past

August 17, 2022 - April 5, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Fort Worth, TX

Past

October 14, 2021 - April 3, 2023

BEACON POINTE ADVISORS, LLC

RIA

CRD#: 119290

Fort Worth, TX

Past

November 29, 2017 - September 21, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT WORTH, TX

Past

November 29, 2017 - October 7, 2021

LPL FINANCIAL LLC

CRD#: 6413

FORT WORTH, TX

Past

July 24, 2015 - February 16, 2022

ROSENTHAL ADVISORY SERVICES, L.P.

RIA

CRD#: 114533

FORT WORTH, TX

Past

March 5, 2015 - November 29, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

FORTH WORTH, TX

Past

September 16, 2014 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

FORTH WORTH, TX

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".

SWMG, LLC

STRITTMATTER WEALTH MANAGEMENT GROUP, LLC | SWMG, LLC

CRD#: 166688 / SEC#: 801-116898

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

Texas

Registered Investment Advisory firm - (11/25/2019 Terminated)

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).

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
(12/20/2024)

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 66

Date: 2/13/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2014

General Securities Representative Examination

Current Firm

SWMG, LLC

STRITTMATTER WEALTH MANAGEMENT GROUP, LLC | SWMG, LLC

CRD#: 166688 / SEC#: 801-116898

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

Texas

Registered Investment Advisory firm - (11/25/2019 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3343 Locke Ave Ste 107, Fort Worth, TX 76107

Mailing Address

Phone number

(817) 210-3444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SWMG, LLC ADV PART 2A BROCHURE (7/1/2025)

Regulatory assets under management

Total Number of Accounts	1,388
AUM (Assets Under Management)	$ 320,056,761

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stewart B. Leafblad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stewart Bruce Leafblad's CRS (Customer Relationship Summary).

Certified licenses

Experience

SWMG, LLC

COPPELL ADVISORY SOLUTIONS LLC

SWMG, LLC

PURSHE KAPLAN STERLING INVESTMENTS

BEACON POINTE ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ROSENTHAL ADVISORY SERVICES, L.P.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

SWMG, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2014

Current Firm

SWMG, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SWMG, LLC

TRUST BUT VERIFY

Similar Advisors