Stuart J. Campbell

CAMPBELL WEALTH ADVISORS

SARASOTA, FL 34236

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CRD#: 6494257

Professional summary

Stuart James Campbell is a registered financial advisor currently at CAMPBELL WEALTH ADVISORS, LLC located in Sarasota, Florida.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stuart has worked at 2 firms and has passed the Series 65 exam.

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) INSURANCE AGENT; INVESTMENT RELATED, 12800 WHITEWATER DRIVE, SUITE 100, MINNETONKA, MN 55343; INSURANCE SALES;INDEPENDENTLY SELL INSURANCE, ANNUITIES, LIFE INSURANCE, INVESTMENT ADVISORY; HOURS DEDICATED: 5 HOURS A WEEK (3 HOURS A WEEK DURING TRADING HOURS, 2 HOURS DURING NON-TRADING) 2) CEO; INVESTMENT RELATED; GRAND RAPIDS, MI; RM INVESTMENT STRATEGIES, LLC; 40 HOURS PER MONTH DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart James Campbell's 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

November 1, 2019 - Present

CAMPBELL WEALTH ADVISORS, LLC

Office #1: 1819 Main St. Suite 404, Sarasota, FL 34236

RIA

CRD#: 304308

SARASOTA, FL

Past

May 19, 2015 - October 30, 2019

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Minnetonka, MN

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

Florida
(11/6/2019)

IAR

Minnesota
(11/1/2019)

IAR

Texas
(2/21/2020)

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 65

Date: 3/30/2015

Uniform Investment Adviser Law Examination

Current Firm

CAMPBELL WEALTH ADVISORS, LLC

CRD#: 304308 / SEC#:

Florida

Registered Investment Advisory firm - (11/6/2019 Approved)

Minnesota

Registered Investment Advisory firm - (11/1/2019 Approved)

Texas

Registered Investment Advisory firm - (2/21/2020 Conditional Restricted)

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Contact information

Main Address

1819 Main St. Suite 404, Sarasota, FL 34236

Mailing Address

Phone number

(941) 549-8030

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Stuart J. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart James Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMPBELL WEALTH ADVISORS, LLC

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2015

Current Firm

CAMPBELL WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

CAMPBELL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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