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SD

Stuart M. Director

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CRD#: 68531
SD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stuart Michael Director was a registered financial professional .

Stuart is a previously registered financial professional and started their career in finance in 1969. Stuart had worked at 8 firms and has passed the Series 63, PC, Series 000, Series 1 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 10, 2006 - January 2, 2014

MCADAMS WRIGHT RAGEN, INC.

BD
CRD#: 45899
PORTLAND, OR
Past

August 15, 1990 - April 10, 2006

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

May 10, 1984 - September 11, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 25, 1979 - August 21, 1979

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

March 17, 1978 - June 25, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

February 28, 1978 - May 15, 1978

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

February 20, 1976 - February 28, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

March 5, 1969 - March 20, 1976

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488
Past

February 28, 1969 - May 7, 1984

FOSTER & MARSHALL INC.

BD
CRD#: 321

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/16/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 3/6/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 2/28/1969
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 2/28/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/19/1990
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


MW
MCADAMS WRIGHT RAGEN, INC.
MCADAMS WRIGHT RAGEN CAPITAL MANAGEMENT | MCADAMS WRIGHT RAGEN, INC. | MCADAMS WRIGHT RAGEN INSURANCE SERVICES

CRD#: 45899 / SEC#: 801-55918, 8-51232

BD
Terminated by SEC on 01/10/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 07/17/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MWR BROCHURE (7/31/2014)

Direct owners and executive officers


NamePositionCRD#
BAIRD FINANCIAL CORPORATIONSHAREHOLDER
BOOTH, STEVEN GREGORYDIRECTOR2147388
DIRECTOR, DAVID JEROMEEXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER/FINOP/DIRECTOR1060159
GUAGLIARDO, ALICIA MARIASENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER2091180
MCADAMS, SCOTT WAYNEPRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR1559165
PURCELL, PAUL EDWARDDIRECTOR844873
RAGEN, BROOKS GEERCHAIRMAN OF THE BOARD/DIRECTOR370117
RAGEN, CAMERON BROOKSSENIOR VICE PRESIDENT2140003
ROGOWSKI, ROBERT JOHNMANAGING DIRECTOR & DEPART CHAIR, INVESTMENT BANKING1818321
SCHROEDER, MICHAEL JOHNDIRECTOR1483012
ZARCONE, DOMINICK PAULDIRECTOR2154034

Disclosures


Regulatory Event5

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.

Company Information


MCADAMS WRIGHT RAGEN, INC.

CRD#: 45899

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