BS
CFA
BS
CFA

Brien Todd Stewart

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B

Fee Structure

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Location

3834 Sutherland Avenue, Knoxville, TN, 37919

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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

Brien is an advisory representative for Sageview Advisory Group and Sageview Private Client Group, both registered investment advisors, dedicating about a quarter of his time to each. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Sageview Advisory Group, LLC
January 2012 - Present · 14 yrs 1 mo
Cetera Wealth Services, LLC
February 2008 - Present · 18 yrs
Cetera Wealth Services, LLCBroker
February 2008 - Present · 18 yrs
Previous Registrations
Sageview Private Client Group, LLC
December 2009 - December 2015 · 6 yrs
State Registrations1 state
TN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.