Daniel M. Stewart

STEWART WEALTH MANAGEMENT

NAPLES, FL 34108

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CRD#: 6610176

Professional summary

Daniel Matthew Stewart is a registered financial advisor currently at STEWART WEALTH MANAGEMENT, LLC located in Naples, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 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.) Fidelity Insurance Agency of Virginia DBA Stewart Wealth Advisors; Investment-related; Naples, FL; Insurance Agency; Independent Insurance Agent; Lines of Authority in Life, Health, and Variable Annuities; Start Date 04/2021; Approximately 120 hours/month devoted to insurance related activities; Approximately 60 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Matthew Stewart'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

June 20, 2025 - Present

STEWART WEALTH MANAGEMENT, LLC

Office #1: 999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108Office #2: 515 E Las Olas Blvd. Suite 1220-h47, Fort Lauderdale, FL 33301Office #3: 4932 Dominion Blvd., Glen Allen, VA 23060

RIA

CRD#: 334077

NAPLES, FL

Past

June 1, 2023 - June 6, 2025

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

Naples, FL

Past

January 2, 2019 - April 28, 2021

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

NAPLES, FL

Past

December 21, 2018 - April 28, 2021

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

NAPLES, FL

Past

May 5, 2017 - December 7, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

RICHMOND, VA

Past

May 5, 2017 - December 7, 2018

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

RICHMOND, VA

Past

March 3, 2017 - April 27, 2017

OSAIC FS, INC.

RIA

CRD#: 3870

GLEN ALLEN, VA

Past

July 5, 2016 - April 27, 2017

OSAIC FS, INC.

CRD#: 3870

GLEN ALLEN, VA

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
(6/20/2025)

IAR

Virginia
(10/8/2025)

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: 2/4/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/29/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2016

General Securities Representative Examination

Current Firm

STEWART WEALTH MANAGEMENT, LLC

STEWART WEALTH ADVISORS | STEWART WEALTH MANAGEMENT, LLC | STEWART WEALTH MANAGEMENT OF VA, LLC | STEWART WEALTH MANAGEMENT LLC

CRD#: 334077 / SEC#:

Florida

Registered Investment Advisory firm - (6/20/2025 Approved)

Virginia

Registered Investment Advisory firm - (10/8/2025 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108

Mailing Address

Phone number

(239) 325-5115

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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Advisor Monitoring

Firm Stability Insights

Daniel M. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Matthew Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEGIS WEALTH MANAGEMENT, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

OSAIC FS, INC.

OSAIC FS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2017

Series 7TO

Date: 1/29/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2016

Current Firm

STEWART WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

STEWART WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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