Michael G. Stewart

BARR FINANCIAL SERVICES

Winter Park, FL 32789

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CRD#: 5941515

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Michael Gregory Stewart's CRS (Customer Relationship Summary).

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

April 27, 2018 - Present

BARR FINANCIAL SERVICES, LLC

Office #1: 2160 North Park Avenue, Winter Park, FL 32789

RIA

CRD#: 125444

Winter Park, FL

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 2160 North Park Avenue, Winter Park, FL 32789

RIA

CRD#: 23131

Winter Park, FL

Past

February 2, 2018 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Winter Park, FL

Past

January 21, 2014 - July 1, 2016

PFM FUND DISTRIBUTORS, INC.

CRD#: 114474

ORLANDO, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BARR FINANCIAL SERVICES, LLC

CRD#: 125444 / SEC#: 801-96310

RIA

Registered Investment Advisory firm - (5/26/2015 Approved)

Florida

Registered Investment Advisory firm - (5/27/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(8/23/2024)

California
(8/23/2024)

Connecticut
(8/23/2024)

IAR

Florida
(4/27/2018)

Florida
(8/23/2024)

Georgia
(8/23/2024)

Illinois
(8/23/2024)

Indiana
(8/23/2024)

Kentucky
(8/23/2024)

Michigan
(8/23/2024)

New Hampshire
(12/22/2025)

New Jersey
(8/23/2024)

New Mexico
(8/23/2024)

New York
(8/23/2024)

North Carolina
(8/23/2024)

Ohio
(8/23/2024)

South Carolina
(8/23/2024)

Tennessee
(12/22/2025)

Texas
(8/23/2024)

Utah
(8/23/2024)

Virginia
(8/23/2024)

Washington
(8/23/2024)

West Virginia
(8/23/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/19/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/21/2014

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BARR FINANCIAL SERVICES, LLC

CRD#: 125444 / SEC#: 801-96310

RIA

Registered Investment Advisory firm - (5/26/2015 Approved)

Florida

Registered Investment Advisory firm - (5/27/2015 Terminated)

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Contact information

Main Address

2160 North Park Avenue, Winter Park, FL 32789

Mailing Address

Phone number

(407) 622-0018

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BARR BROCHURE (1/27/2026)

Regulatory assets under management

Total Number of Accounts	733
AUM (Assets Under Management)	$ 269,200,387

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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Advisor Monitoring

Firm Stability Insights

Michael G. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gregory Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

PFM FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

BARR FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2018

Series 63

Date: 1/30/2014

Series 7TO

Date: 11/19/2020

SIE

Date: 10/1/2018

Series 6

Date: 1/21/2014

FINRA

Current Firm

BARR FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARR FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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