Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradley Stewart is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Capstone Partners, a firm based in Boston, Massachusetts. Before joining Capstone Partners, Robert held positions at several firms, including Fleet Securities, Inc., FleetBoston Robertson Stephens Inc., TD Securities (USA) Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Ladenburg, Thalmann & Co., Inc. Robert holds the Series 7 and Series 63 licenses.
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.
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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2
MA
04/05/2023 - Present
Capstone Partners (BOSTON MA)
TX
09/05/2000 - 03/31/2004
FLEET SECURITIES, INC. (DALLAS TX)
CA
04/27/1998 - 09/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
NY
08/16/1996 - 04/03/1998
TD SECURITIES (USA) INC. (NEW YORK NY)
NJ
10/15/1992 - 08/05/1994
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/16/1992 - 07/29/1992
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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