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Daniel Ross Stewart

Truist Securities, Inc.

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About Daniel Ross Stewart

Daniel Ross Stewart is a financial professional with over 24 years of experience in the financial services industry. Daniel currently works at Truist Securities, Inc. Previously, Daniel worked for MORGAN STANLEY & CO. LLC, GOLDMAN, SACHS & CO., THE HUNTINGTON INVESTMENT COMPANY, HUNTINGTON CAPITAL CORP., RBC DAIN RAUSCHER INC., LEHMAN BROTHERS INC., BANC ONE CAPITAL MARKETS, INC., FIRST ALBANY CORPORATION, and RAYMOND JAMES & ASSOCIATES, INC. Daniel holds the Series 63, Series 53, Series 52TO, SIE, and Series 7 licenses. Daniel is registered in 52 states and the District of Columbia.

Firm Information

Daniel Stewart is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Stewart’s Registration & Firm History

NC

10/10/2023 - Present

Truist Securities, Inc. (CHARLOTTE NC)

NY

06/12/2014 - 10/13/2023

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

08/30/2011 - 06/16/2014

GOLDMAN, SACHS & CO. (NEW YORK NY)

OH

09/01/2006 - 08/03/2011

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

07/01/2005 - 09/05/2006

HUNTINGTON CAPITAL CORP. (COLUMBUS OH)

NY

04/22/2005 - 06/13/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NY

03/12/2004 - 01/26/2005

LEHMAN BROTHERS INC. (NEW YORK NY)

IL

04/29/2003 - 02/24/2004

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

NY

05/27/1998 - 05/02/2003

FIRST ALBANY CORPORATION (NEW YORK NY)

FL

04/27/1998 - 06/12/1998

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 08/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Ross Stewart.
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