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Ethan Alexander Stewart

Charles Schwab & CO., Inc.

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About Ethan Alexander Stewart

Ethan Stewart is a financial advisor with Charles Schwab & CO., Inc. Ethan has been a financial advisor for over 3 years and has a Series 66, Series 7TO, and SIE licenses. Ethan’s previous experience was as a financial advisor for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ethan provides financial planning, portfolio management, and investment services to a variety of clients, including individuals, families, and businesses. Ethan is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).

Firm Information

Ethan Stewart 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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Ethan Stewart’s Registration & Firm History

NJ

07/03/2023 - Present

Charles Schwab & CO., Inc. (Freehold NJ)

NJ

02/21/2020 - 03/16/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 05/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ethan Alexander Stewart.
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