BS
Brian Seay
CAPITAL STEWARDS
Huntsville, AL 35808
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CRD#: 7411892
BS
Professional summary
Brian Seay is a registered financial advisor currently at CAPITAL STEWARDS, LLC located in Huntsville, Alabama.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brian has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Seay'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®
NoneExperience
Current
September 27, 2021 - Present
CAPITAL STEWARDS, LLC
Office #1: 4100 Market Street Sw Suite 100, Huntsville, AL 35808RIA
CRD#: 315761
Huntsville, AL
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
Alabama(9/27/2021)
IAR
Georgia(1/4/2022)
IAR
Tennessee(9/28/2021)
Exams
Current Firm
CS
CAPITAL STEWARDS, LLC
CAPITAL STEWARDS, LLC
CRD#: 315761 / SEC#:
Alabama
Registered Investment Advisory firm - (9/27/2021 Approved)Georgia
Registered Investment Advisory firm - (1/4/2022 Approved)Tennessee
Registered Investment Advisory firm - (9/28/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4100 Market Street Sw Suite 100, Huntsville, AL 35808
Mailing Address
Phone number
(256) 864-3399
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 6,293,147 |
Red Flags
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Company Information
CAPITAL STEWARDS, LLC
CRD#: 315761Huntsville, AL 35808TRUST BUT VERIFY
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