Stewart T. Butler
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
SAN FRANCISCO, CA
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CRD#: 5009488
Professional summary
Stewart Thomas Butler is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Francisco, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Stewart is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Stewart has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
As a Financial Consultant with Fidelity, I advise a limited number of individuals and families in the San Francisco Bay Area on strategies helping them to grow and preserve their wealth. Having over 16 years' experience providing guidance, I have found that by following the same process for understanding each relationship allows me to maximize the value of my advice to each.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OBA-101432|OrgNmn:San Francisco Beautiful|Org Addr:san Franci,California,US|OBA Nature:Since 1947, San Francisco Beau|Invst Rel:N|Title:Board Memeber|Duties:Generally, 1 board meeting every 6 week. |StrtDt:03-01-23|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Stewart Thomas Butler'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®
NoneEducation
St. Edward's University
Bachelor of Business Administration - Economics
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
SAN FRANCISCO, CA
Current
March 8, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
March 30, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALO ALTO, CA
Past
July 21, 2011 - November 26, 2019
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
EL CERRITO, CA
Past
July 21, 2011 - November 26, 2019
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
EL CERRITO, CA
Past
January 30, 2007 - May 4, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN FRANCISCO, CA
Past
January 30, 2007 - May 4, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN FRANCISCO, CA
Past
November 2, 2005 - May 25, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
SAN FRANCISCO, CA
Past
October 10, 2005 - May 25, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/4/2021)
RR
California(3/8/2021)
IAR
California(3/31/2025)
RR
Florida(4/9/2021)
RR
Hawaii(8/13/2021)
RR
Idaho(3/2/2024)
RR
Illinois(4/9/2021)
RR
Maine(7/21/2023)
RR
Maryland(4/9/2021)
RR
Massachusetts(11/20/2024)
RR
Montana(4/9/2021)
RR
Nevada(4/9/2021)
RR
New Jersey(4/9/2021)
RR
New York(4/9/2021)
RR
North Carolina(4/9/2021)
RR
Oregon(8/13/2021)
RR
Texas(4/9/2021)
IAR
Texas(3/31/2025)
RR
Virginia(8/13/2021)
RR
Washington(4/9/2021)
RR
Wyoming(4/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555San Francisco, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
