AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DS

Donald J. Stewart

EDINA, MN
Some features on this profile are disabled
CRD#: 6362082
DS

Professional summary

Donald James Stewart, CFP® was a registered financial advisor .

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Donald had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

May 15, 2026 - Present

EDINA, MN
Past

March 26, 2025 - May 13, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Denver, CO
Past

March 26, 2025 - May 13, 2026

CETERA ADVISORS LLC

BD
CRD#: 10299
Denver, CO
Past

September 5, 2023 - March 20, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Denver, CO
Past

January 26, 2023 - March 20, 2025

MORGAN STANLEY

BD
CRD#: 149777
Denver, CO
Past

October 25, 2018 - September 5, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
Greenwood Village, CO
Past

September 27, 2018 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Greenwood Village, CO
Past

July 16, 2014 - March 15, 2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN

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
Minnesota
(5/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/25/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/16/2014
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

TRUST BUT VERIFY

Monitor Donald Stewart

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.