Whitney W. Stewart
Professional summary
Whitney W Stewart was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Whitney W Stewart, who also goes by Whit W. Stewart, was a registered financial professional .
Whitney is a previously registered financial professional and started their career in finance in 2005. Whitney had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 17, 2018 - September 21, 2018
EDGE CAPITAL GROUP, LLC
December 19, 2017 - August 16, 2018
EDGE ADVISORS, LLC
February 13, 2017 - October 19, 2017
MORGAN STANLEY
September 11, 2015 - October 19, 2017
MORGAN STANLEY
April 11, 2011 - September 30, 2015
J.P. MORGAN SECURITIES LLC
April 28, 2010 - June 8, 2010
MCLEAN SECURITIES, LLC
November 17, 2009 - December 31, 2010
WELLINGTON STEWART & CO. LLC
July 28, 2008 - December 15, 2008
OBERON SECURITIES, LLC
February 7, 2006 - November 2, 2006
TAYLOR FINANCIAL SERVICES, LLC
May 12, 2005 - July 22, 2005
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
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Exams
Current Firm
EDGE CAPITAL GROUP, LLC
CRD#: 297596 / SEC#: 801-113638
Contact information
Regulatory assets under management
| Total Number of Accounts | 3,299 |
| AUM (Assets Under Management) | $ 6,385,513,021 |
Red Flags
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