Cynthia R. Stewart
Professional summary
Cynthia Rose Stewart, who also goes by Cyndi Stewart, is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Enfield, Connecticut.
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cynthia has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Rose Stewart's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2024 - Present
ALPHASTAR CAPITAL MANAGEMENT
Office #1: 1654 King Street, Enfield, CT 06082Office #2: 159 Main Street Suite G, Agawam, MA 01001March 24, 2016 - May 6, 2024
WPG ADVISORY GROUP, LLC
Primary Firm SEC Registration
ALPHASTAR CAPITAL MANAGEMENT
CRD#: 157423 / SEC#: 801-72361
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2024)
(5/19/2025)
Current Firm
ALPHASTAR CAPITAL MANAGEMENT
CRD#: 157423 / SEC#: 801-72361
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,592 |
| AUM (Assets Under Management) | $ 1,841,154,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2023 | ||
| 06/27/2023 |
Red Flags
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