AS
AS

Andrew Gleason Stewart

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
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Location

55 N. Third St. #200, Campbell, CA, 95008

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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

Andrew owns rental property and dedicates minimal time to ensuring mortgage and HOA dues are paid. He also advises clients about using insurance products to protect against risk, spending about a quarter of his time on this, and works full-time as a financial professional marketing himself under the DBA Artisan Capital Partners.

Employment History
Current Registrations
Nwf Advisory Services INC
February 2017 - Present · 9 yrs
Osaic Wealth, INC.Broker
September 2010 - Present · 15 yrs 5 mos
Previous Registrations
Whjr Associates
September 2010 - April 2017 · 6 yrs 7 mos
Royal Alliance Associates, INC.
September 2010 - February 2013 · 2 yrs 5 mos
State Registrations16 states
AZCACOFLIDKSMAMDMONCNMNVNYORUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.