John R. Stewart

TRB WEALTH MANAGEMENT

Harlingen, TX 78550

Some features on this profile are disabled

CRD#: 6334799

Professional summary

John Robin Stewart is a registered financial advisor currently at TRB WEALTH MANAGEMENT, LLC located in Harlingen, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 3 firms and has passed the Series 66, SIE and Series 7TO 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.

(1) Alamo Outdoor Company; Not investment-related; Austin, TX; Outdoor-inspired apparel; Equity Owner; Started 01/2017; Approx 0hrs/mo; Not active in the business due to the closing of the business (2) Native Medical Supply; Not investment-related; 1101 Chicago, McAllen, TX; Medical supplies sales; Sales; Started 1/2018; Approx 0 hrs/mo; Not active or involved with the business since 04/2020

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robin 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

August 9, 2022 - Present

TRB WEALTH MANAGEMENT, LLC

Office #1: 2019 S 77 Sunshine Strip, Harlingen, TX 78550

RIA

CRD#: 309370

Harlingen, TX

Past

December 17, 2019 - May 25, 2022

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

May 11, 2019 - May 25, 2022

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

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".

TRB WEALTH MANAGEMENT, LLC

TRB TRUST AND WEALTH MANAGEMENT | TRB WEALTH MANAGEMENT, LLC

CRD#: 309370 / SEC#: 801-119035

RIA

Registered Investment Advisory firm - (7/23/2020 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.

Highlighted states indicate IAR registrations

IAR

Texas
(8/9/2022)

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 66

Date: 12/16/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/11/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 5/1/2019

General Securities Representative Examination

Current Firm

TRB WEALTH MANAGEMENT, LLC

TRB TRUST AND WEALTH MANAGEMENT | TRB WEALTH MANAGEMENT, LLC

CRD#: 309370 / SEC#: 801-119035

RIA

Registered Investment Advisory firm - (7/23/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9821 Katy Freeway, Suite 110, Houston, TX 77024

Mailing Address

Phone number

(832) 810-3565

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRB WEALTH MANAGEMENT LLC - FORM ADV PART 2A (4/1/2025)

TRB WEALTH MANAGEMENT - FORM ADV PART 2A WRAP BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	1,355
AUM (Assets Under Management)	$ 1,169,148,483

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.

Similar Advisors

Azam Qayum

CETERA ADVISORS LLC

GREENWOOD VILLAGE, IL

John Krehbiel

KREHBIEL FINANCIAL LLC

IAR

Satellite Beach, FL

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John R. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robin Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRB WEALTH MANAGEMENT, LLC

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

TRB WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2019

SIE

Date: 5/11/2019

Series 7TO

Date: 5/1/2019

Current Firm

TRB WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRB WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors