SR
ChFC
SR
ChFC

Stuart Raider

40 Years of Experience
Farmington, MI
BrokerSells Insurance

Stuart Raider is a ChFC-designated registered investment advisor at Raider Dennis Agency, based in Farmington, MI, with 40 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 165 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
165 clients
Average Client Portfolio
$335K average
Assets Under Management
$55.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+0.90%

Fees may be negotiable based upon certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

32770 Grand River Ave, Suite B200, Farmington, MI, 48336

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Stuart is the president of Raider Dennis Agency and Raider Financial, both involved in insurance sales and investments, taking up full-time hours. He is also the president of the Michigan Jewish Sports Foundation, a philanthropic organization, dedicating a few hours per week, and a partial owner/investment advisor for Raider Dennis Agency.

Employment History
Current Registrations
Raider Dennis Agency
July 2021 - Present · 4 yrs 9 mos
Madison Avenue Securities, LLCBroker
April 2019 - Present · 7 yrs
Previous Registrations
Ae Wealth Management, LLC
April 2019 - August 2021 · 2 yrs 4 mos
Global Financial Private Capital, LLC
November 2014 - April 2019 · 4 yrs 5 mos
G.F. Investment Services, LLCBroker
November 2014 - April 2019 · 4 yrs 5 mos
NFP Advisor Services, LLC
August 2014 - November 2014 · 3 mos
NFP Advisor Services, LLCBroker
November 2004 - November 2014 · 10 yrs
Great American Advisors, INC.Broker
July 2002 - November 2004 · 2 yrs 4 mos
Jefferson Pilot Securities CorporationBroker
November 1993 - July 2002 · 8 yrs 8 mos
Vestax Securities CorporationBroker
July 1991 - November 1993 · 2 yrs 4 mos
USA Financial Group, INC.Broker
August 1988 - July 1991 · 2 yrs 11 mos
Chubb Securities CorporationBroker
December 1985 - September 1988 · 2 yrs 9 mos
State Registrations10 states
AZCAFLIDILMIMOOHORVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stuart Raider - Financial Advisor | TrueAdvisor