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Michael Ellis Gaston

Stewardship Wealth Management LLC

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About Michael Ellis Gaston

Michael Ellis Gaston is an Investment Advisor Representative registered with Stewardship Wealth Management LLC. Michael is a licensed insurance agent and a lawyer. Michael has been in the financial industry for over 20 years. He specializes in providing portfolio management for individuals. He also provides portfolio analysis (MRI) services.

Firm Information

Michael Gaston is currently registered with Stewardship Wealth Management LLC. Stewardship Wealth Management LLC is an investment advisory firm providing portfolio management services to individuals. The firm also offers other services, including portfolio analysis (MRI) services.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio analysis (mri) services

Portfolio analysis (mri) services

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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percentage of assets

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

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Michael Gaston’s Registration & Firm History

CA

11/16/2020 - Present

Stewardship Wealth Management LLC (Long Beach CA)

NY

09/11/2000 - 08/24/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Ellis Gaston.
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