Michael Gregory Stewart
Professional Summary
Michael Gregory Stewart is a registered financial advisor currently at BARR FINANCIAL SERVICES, LLC located in Winter Park, Florida and OSAIC WEALTH, INC. located in Winter Park, Florida. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
Current Firm
BARR FINANCIAL SERVICES, LLC
Contact Information
Main Address
2160 North Park Avenue, Winter Park, FL 32789Phone Number
(407) 622-0018# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
733AUM (Assets Under Management)
$269,200,387Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
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.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
BARR FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(8/23/2024)
(8/23/2024)
(3/17/2026)
(8/23/2024)
(4/27/2018)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(12/22/2025)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(12/22/2025)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(8/23/2024)
(4/28/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2014About the Series 6 examSRO Registrations
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gregory Stewart's CRS (Customer Relationship Summary).
Similar Advisors
AE WEALTH MANAGEMENT, LLC
ELEMENT SQUARED PRIVATE WEALTH
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
