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Drew Fitzgerald Stuart

Charles Schwab & CO., Inc.

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About Drew Fitzgerald Stuart

Drew Fitzgerald Stuart is a financial advisor with Charles Schwab & Co., Inc. Drew Stuart has been in the financial industry since March 2010. Drew Stuart is registered with the state of Indiana and has series 7, 63, and 66 licenses. Drew Stuart has been registered with Charles Schwab & Co., Inc. since August 2018. Before joining Charles Schwab & Co., Inc., Drew Stuart was with MML Investors Services, Inc. from September 2006 to April 2010. Drew Stuart specializes in portfolio management for individuals, financial planning and selection of other advisors.

Firm Information

Drew Stuart is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Drew Stuart’s Registration & Firm History

IN

08/22/2018 - Present

Charles Schwab & CO., Inc. (Indianapolis IN)

IN

09/21/2006 - 04/27/2010

MML INVESTORS SERVICES, INC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 01/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2013

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 Drew Fitzgerald Stuart.
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