Stanley P. Stewart
Professional summary
Stanley Porter Stewart, who also goes by Stanley P Stewart, Stanley Stewart, is a registered financial advisor currently at VIRTUS FINANCIAL PARTNERS located in Winter Park, Florida.
Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Stanley has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Porter Stewart's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2022 - Present
VIRTUS FINANCIAL PARTNERS
August 16, 2010 - December 8, 2022
PRINCIPAL SECURITIES, INC.
March 25, 2009 - December 8, 2022
PRINCIPAL SECURITIES, INC.
Primary Firm SEC Registration
VIRTUS FINANCIAL PARTNERS
CRD#: 323365 / SEC#: 801-126973
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/9/2022)
(12/5/2022)
Exams
Current Firm
VIRTUS FINANCIAL PARTNERS
CRD#: 323365 / SEC#: 801-126973
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,591 |
| AUM (Assets Under Management) | $ 112,886,000 |
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.
