AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SL

Stewart Bruce Leafblad

ROSS WEALTH GROUP
Arlington, TX
·CRD# 2765315·12 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Stew Leafblad, Stew Bruce Leafblad

Blog Corner

More Resources

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
View profile
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Years of Experience

12 years in the financial services industry

Current & Past Employments

Current

ROSS WEALTH GROUP, LLCCurrent·CRD# 331750
RIA
1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012
December 20, 2024 - Present
SWMG, LLCCurrent·CRD# 166688
RIA
3343 Locke Ave Ste 107, Fort Worth, TX 76107
October 22, 2025 - Present

Past

COPPELL ADVISORY SOLUTIONS LLCPast·CRD# 156549
RIA
Arlington, TX
May 21, 2024 - August 4, 2025
SWMG, LLCPast·CRD# 166688
RIA
Fort Worth, TX
September 20, 2023 - November 15, 2023
PURSHE KAPLAN STERLING INVESTMENTSPast·CRD# 35747
BD
Fort Worth, TX
August 17, 2022 - April 5, 2023
BEACON POINTE ADVISORS, LLCPast·CRD# 119290
RIA
Fort Worth, TX
October 14, 2021 - April 3, 2023
ROSENTHAL ADVISORY SERVICES, L.P.Past·CRD# 114533
RIA
Fort Worth, TX
July 24, 2015 - February 16, 2022
LPL FINANCIAL LLCPast·CRD# 6413
BD
Fort Worth, TX
November 29, 2017 - October 7, 2021
LPL FINANCIAL LLCPast·CRD# 6413
RIA
Fort Worth, TX
November 29, 2017 - September 21, 2018
NATIONAL PLANNING CORPORATIONPast·CRD# 29604
RIA
Forth Worth, TX
March 5, 2015 - November 29, 2017
NATIONAL PLANNING CORPORATIONPast·CRD# 29604
BD
Forth Worth, TX
September 16, 2014 - November 29, 2017

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

Current Firm

SL
SWMG, LLC

STRITTMATTER WEALTH MANAGEMENT GROUP, LLC | SWMG, LLC

CRD#: 166688 / SEC#: 801-116898
RIA
Registered Investment Advisory firm - SEC (7/3/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

3343 Locke Ave Ste 107, Fort Worth, TX 76107

Phone Number

(817) 210-3444

# of Employees

19

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SWMG FORM ADV PART 2A (8/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,652

AUM (Assets Under Management)

$430,361,910

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

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.

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

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

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".
SL
SWMG, LLC

STRITTMATTER WEALTH MANAGEMENT GROUP, LLC | SWMG, LLC

CRD#: 166688 / SEC#: 801-116898
RIA
Registered Investment Advisory firm - SEC (7/3/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (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.
IAR
California
(7/8/2026)
IAR
Colorado
(6/25/2026)
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2014About the Series 7 exam

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
GRAPEVINE, TX · CRD#
FT WORTH, TX · CRD#