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MG

Michael E. Gaston

STEWARDSHIP WEALTH MANAGEMENT
Long Beach, CA 90803
Some features on this profile are disabled
CRD#: 4230998
MG

Professional summary

Michael Ellis Gaston, who also goes by Michael Ellis Gaston, is a registered financial advisor currently at STEWARDSHIP WEALTH MANAGEMENT LLC located in Long Beach, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Ellis Gaston

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ellis Gaston'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®
None

Experience

Current

November 16, 2020 - Present

STEWARDSHIP WEALTH MANAGEMENT LLC

Office #1: 5318 E 2nd Street #561, Long Beach, CA 90803
RIA
CRD#: 274031
Long Beach, CA
Past

January 27, 2016 - December 31, 2019

STEWARDSHIP WEALTH MANAGEMENT LLC

RIA
CRD#: 274031
LONG BEACH, CA
Past

October 6, 2015 - December 31, 2015

STEWARDSHIP WEALTH MANAGEMENT LLC

RIA
CRD#: 274031
LONG BEACH, CA
Past

September 11, 2000 - August 24, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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
California
(11/16/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/10/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/15/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2000
General Securities Representative Examination

Current Firm

SW
STEWARDSHIP WEALTH MANAGEMENT LLC
STEWARDSHIP WEALTH MANAGEMENT | STEWARDSHIP WEALTH MANAGEMENT LLC

CRD#: 274031 / SEC#:

California
Registered Investment Advisory firm - (11/16/2020 Approved)
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Contact information

Main Address
5318 E 2nd Street, Long Beach, CA 90803
Mailing Address
Phone number
(562) 537-4539
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

STEWARDSHIP WEALTH MANAGEMENT LLC

CRD#: 274031Long Beach, CA 90803

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