Alexandra E. Stewart
BUTTONWOOD FINANCIAL ADVISORS
Baltimore, MD 21224
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CRD#: 6721722
Professional summary
Alexandra Elizabeth Stewart, CFP® is a registered financial advisor currently at BUTTONWOOD FINANCIAL ADVISORS, INC. located in Baltimore, Maryland.
Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Alexandra has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Planning
Long-term Care
Inheritance
Retirement Income Management
Employee and Employer Plan Ben...
Life Transitions
Divorce Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Insurance Planning
Education Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
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.
CRS (Client Relationship Summary) - RIA
Click below to view Alexandra Elizabeth 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®
CFP®
Start date: 2018
Experience
Current
December 21, 2016 - Present
BUTTONWOOD FINANCIAL ADVISORS, INC.
Office #1: 1 N Haven Street, Suite 204, Baltimore, MD 21224RIA
CRD#: 144926
Baltimore, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BUTTONWOOD FINANCIAL ADVISORS, INC.
BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD#: 144926 / SEC#: 801-118433
RIA
Registered Investment Advisory firm - (4/13/2020 Approved)Arizona
Registered Investment Advisory firm - (11/18/2014 Terminated)Florida
Registered Investment Advisory firm - (4/15/2020 Terminated)Maryland
Registered Investment Advisory firm - (4/17/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/15/2020 Terminated)Texas
Registered Investment Advisory firm - (4/15/2020 Terminated)Virginia
Registered Investment Advisory firm - (4/15/2020 Terminated)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
Maryland(12/21/2016)
IAR
Texas(1/3/2017)
Current Firm
BUTTONWOOD FINANCIAL ADVISORS, INC.
BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD#: 144926 / SEC#: 801-118433
RIA
Registered Investment Advisory firm - (4/13/2020 Approved)Arizona
Registered Investment Advisory firm - (11/18/2014 Terminated)Florida
Registered Investment Advisory firm - (4/15/2020 Terminated)Maryland
Registered Investment Advisory firm - (4/17/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/15/2020 Terminated)Texas
Registered Investment Advisory firm - (4/15/2020 Terminated)Virginia
Registered Investment Advisory firm - (4/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 N Haven Street, Suite 204, Baltimore, MD 21224
Mailing Address
Phone number
(410) 988-2391
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,006 |
| AUM (Assets Under Management) | $ 393,164,159 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
