Brian T. Stewart

SITUSAMC RISK ADVISORS

Point Vedra Beach, FL

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CRD#: 6718425

Professional summary

Brian Thomas Stewart, who also goes by Brian T Stewart, is a registered financial advisor currently at SITUSAMC RISK ADVISORS, LLC located in Point Vedra Beach, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian T Stewart

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) - RIA

Click below to view Brian Thomas 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

January 26, 2023 - Present

SITUSAMC RISK ADVISORS, LLC

RIA

CRD#: 285555

Point Vedra Beach, FL

Past

July 11, 2022 - December 31, 2022

SITUSAMC RISK ADVISORS, LLC

RIA

CRD#: 285555

Point Vedra Beach, FL

Past

February 1, 2017 - March 20, 2017

SITUSAMC RISK ADVISORS, LLC

RIA

CRD#: 285555

DENVER, CO

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

Colorado
(1/26/2023)

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Exams

Current Firm

SITUSAMC RISK ADVISORS, LLC

MOUNTAINVIEW RISK ADVISORS, LLC | SITUSAMC RISK ADVISORS, LLC

CRD#: 285555 / SEC#:

Colorado

Registered Investment Advisory firm - (2/1/2017 Approved)

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Contact information

Main Address

1099 18th Street Suite 2800, Denver, CO 80202

Mailing Address

Phone number

(303) 633-4700

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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Brian T. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

SITUSAMC RISK ADVISORS, LLC

SITUSAMC RISK ADVISORS, LLC

SITUSAMC RISK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

SITUSAMC RISK ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

SITUSAMC RISK ADVISORS, LLC

TRUST BUT VERIFY

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