Sharon Stewart
Professional Summary
Sharon Stewart, who also goes by Sharon Chan, is a registered financial advisor currently at CITY CAPITAL ADVISORS, LLC located in Chicago, Illinois. Sharon is registered as a RR (Registered Representative) and started their career in finance in 2026. Sharon has worked at 1 firm and has passed the Series 28 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sharon Chan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
CITY CAPITAL ADVISORS, LLC
Contact Information
Main Address
444 North Michigan Avenue, Suite 3200, Chicago, IL 60611Mailing Address
444 North Michigan Avenue, Suite 3200, Chicago, IL 60611Phone Number
(312) 494-9800Established
Delaware since 05/05/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KING, RICHARD MARTIN | MANAGING DIRECTOR | — |
| TIMMERMAN, MARK ALLEN | CCO, AMLCO, MANAGING DIRECTOR & EXECUTIVE REPRESENTATIVE | — |
| STEWART, SHARON | FINOP, PFO/POO | 5499385 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Aug 2026About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Sharon Stewart's CRS (Customer Relationship Summary).
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