Shanyn K. Stewart
Professional summary
Shanyn Kay Stewart, who also goes by Shanyn Kay Hall, is a registered financial advisor currently at ADVANCED FINANCIAL MANAGEMENT, INC. located in Lambertville, Michigan.
Shanyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Shanyn has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shanyn Kay Stewart's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2020 - Present
ADVANCED FINANCIAL MANAGEMENT, INC.
Office #1: 8336 Monroe Road Suite 101, Lambertville, MI 48144March 1, 2011 - November 9, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
March 1, 2011 - November 9, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 12, 2004 - April 5, 2011
NEXT FINANCIAL GROUP, INC.
January 12, 2004 - April 5, 2011
NEXT FINANCIAL GROUP, INC.
September 15, 2003 - December 31, 2003
CETERA INVESTMENT ADVISERS LLC
January 4, 1999 - December 31, 2003
CAPITAL BROKERAGE CORPORATION
February 27, 1998 - February 2, 1999
MML INVESTORS SERVICES, LLC
February 13, 1997 - October 1, 1997
FORTH FINANCIAL SECURITIES, CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2020)
(3/29/2022)
Exams
Current Firm
ADVANCED FINANCIAL MANAGEMENT, INC.
CRD#: 310667 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 17,000,000 |
Red Flags
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