Robert J. Stewart
Professional summary
Robert Jackson Stewart Jr., who also goes by Bobby Stewart, Robert Jackson Stewart, is a registered financial advisor currently at LVZ, INC. located in Cordele, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jackson Stewart Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2020 - Present
LVZ, INC.
Office #1: 219 S. 7th Street, Cordele, GA 31015November 17, 2015 - October 19, 2020
HARBOUR INVESTMENTS, INC.
November 6, 2015 - October 19, 2020
HARBOUR INVESTMENTS, INC.
February 12, 2008 - November 9, 2015
NEXT FINANCIAL GROUP, INC.
February 7, 2008 - November 9, 2015
NEXT FINANCIAL GROUP, INC.
October 6, 2004 - February 20, 2008
1717 CAPITAL MANAGEMENT COMPANY
September 2, 2004 - February 20, 2008
1717 CAPITAL MANAGEMENT COMPANY
Primary Firm SEC Registration
LVZ, INC.
CRD#: 124228 / SEC#: 801-66772
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2020)
Exams
Current Firm
LVZ, INC.
CRD#: 124228 / SEC#: 801-66772
Contact information
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,242 |
| AUM (Assets Under Management) | $ 969,207,213 |
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.
