Tyler A. Stewart

THE BALDWIN GROUP WEALTH ADVISORS

Bethesda, MD 20817

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CRD#: 6218774

Professional summary

Tyler Augustus Stewart, who also goes by Tyler A. Stewart, is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Bethesda, Maryland and PURSHE KAPLAN STERLING INVESTMENTS located in Bethesda, Maryland.

Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Tyler has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler A. Stewart

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.

1. Purshe Kaplan Sterling Investments-Broker Dealer Investment Related New York Registered Representative 06/2021 Twenty hours monthly during trading hours 2. The Baldwin Group-Insurance Brokerage Florida Investment related 08/2021 80 hours monthly during trading hours 3. Financial Group of Virginia Not investment related Virginia Health Insurance Agent 06/2013 0 hours per month, 0 hours during trading Receive renewals from previous business sold. 4. The Baldwin Group Wealth Advisors, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 10/2024. 160 hrs/ month; 8 during trading hours. I am an investment advisor representative (IAR) offering investment advisory services under The Baldwin Group Wealth Advisors, LLC (The Baldwin Group) a registered investment advisor and indirect subsidiary of The Baldwin Group Financial Services Holdings, LLC and The Baldwin Insurance Group Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Augustus 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

October 25, 2024 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 6720-b Rockledge Drive Suite 400, Bethesda, MD 20817

RIA

CRD#: 312284

Bethesda, MD

Current

June 24, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 6270-b Rockledge Drive Suite 400, Bethesda, MD 20817

CRD#: 35747

Bethesda, MD

Past

February 12, 2022 - October 4, 2024

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 169727

BETHESDA, MD

Past

September 24, 2013 - February 6, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

Glen Allen, VA

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".

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

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

Maryland
(6/24/2021)

IAR

Maryland
(10/25/2024)

IAR

Virginia
(10/25/2024)

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: 7/6/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/23/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

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Contact information

Main Address

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607

Mailing Address

Phone number

(813) 934-2743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A 03.26.2025 (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,356
AUM (Assets Under Management)	$ 21,043,141,324

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

Tyler A. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Augustus Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

THE BALDWIN GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/6/2021

Series 63

Date: 11/13/2013

SIE

Date: 10/1/2018

Series 6

Date: 9/23/2013

FINRA

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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