Stewart Darrell
Professional summary
Stewart Darrell is a registered financial advisor currently at DARRELL CAPITAL MANAGEMENT, LLC located in Rolling Hills Estates, California.
Stewart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stewart has worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stewart Darrell's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2020 - Present
DARRELL CAPITAL MANAGEMENT, LLC
Office #1: 609 Deep Valley Drive Suite 200, Rolling Hills Estates, CA 90274May 3, 2016 - August 14, 2020
HARRIS FINANCIAL ADVISORS, INC.
August 5, 2014 - April 27, 2016
DELPHI PRIVATE ADVISORS
December 23, 2011 - July 31, 2014
GFO ADVISORY SERVICES, LLC
October 31, 2005 - January 20, 2012
DARRELL & KING, INVESTMENT COUNSEL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2020)
(6/22/2023)
Current Firm
DARRELL CAPITAL MANAGEMENT, LLC
CRD#: 310324 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 74,925,694 |
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.
