Samuel Stanus-ghib

STEWARD CAPITAL LLC.

BELLEVUE, WA 98004

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CRD#: 5845383

Professional summary

Samuel Stanus-ghib, who also goes by Sam Ghib Stanus, is a registered financial advisor currently at STEWARD CAPITAL LLC. located in Bellevue, Washington.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Samuel has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Ghib Stanus

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Stanus-ghib'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®

None

Experience

Current

July 17, 2024 - Present

STEWARD CAPITAL LLC.

Office #1: 10900 Ne 8th St Suite 800, Bellevue, WA 98004

RIA

CRD#: 283480

BELLEVUE, WA

Past

January 24, 2011 - May 28, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BELLEVUE, WA

Past

January 24, 2011 - May 28, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BELLEVUE, WA

Past

November 6, 2010 - December 10, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BELLEVUE, WA

Past

October 20, 2010 - December 10, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

BELLEVUE, WA

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.

Highlighted states indicate IAR registrations

IAR

Washington
(7/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/12/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/5/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/28/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2010

General Securities Representative Examination

Current Firm

STEWARD CAPITAL LLC.

STEWARD CAPITAL | STEWARD CAPITAL LLC.

CRD#: 283480 / SEC#:

Washington

Registered Investment Advisory firm - (6/8/2016 Approved)

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Contact information

Main Address

10900 Ne 8th St Suite 800, Bellevue, WA 98004

Mailing Address

Phone number

(425) 818-2231

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 41,062,607

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.

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Firm Stability Insights

Samuel Stanus-ghib

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Stanus-ghib's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARD CAPITAL LLC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2022

Series 66

Date: 11/5/2010

SIE

Date: 5/28/2015

Series 7

Date: 10/19/2010

Current Firm

STEWARD CAPITAL LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STEWARD CAPITAL LLC.

TRUST BUT VERIFY

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