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David Patrick Stewart

Vanderbilt Advisory Services

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About David Patrick Stewart

David Patrick Stewart is a financial professional with over 20 years of experience in the industry. He has held various roles at different firms and has a strong understanding of investment strategies. Currently, David is affiliated with Vanderbilt Advisory Services and specializes in providing portfolio management services for individuals and businesses. David Stewart has a strong track record of success and is committed to providing his clients with the highest level of service and personalized attention.

Firm Information

David Stewart is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Stewart’s Registration & Firm History

CT

03/05/2020 - Present

Vanderbilt Advisory Services (Norwalk CT)

NJ

11/29/2006 - 03/04/2020

ROYAL ALLIANCE ASSOCIATES, INC. (WEST LONG BRANCH NJ)

NJ

07/09/1999 - 12/04/2006

INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)

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Licenses & Designations

IA

Issued 02/21/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Patrick Stewart. Review regulatory record here.
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