linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert John Stewart

Wintrust Investments LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert John Stewart

Robert John Stewart is a financial advisor with over 20 years of experience in the industry. Robert has been registered with Wintrust Investments LLC since 2009. Prior to joining Wintrust Investments LLC, Robert was employed by Raymond James Financial Services, Inc. and A. G. Edwards & Sons, Inc. Robert is licensed in 16 states and holds a Series 66, Series 7 and the SIE exam. Robert specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers.

Firm Information

Robert Stewart is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Stewart’s Registration & Firm History

IL

04/17/2009 - Present

Wintrust Investments LLC (SKOKIE IL)

IL

05/07/2007 - 04/20/2009

MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC. (MELROSE PARK IL)

IL

01/24/2005 - 05/09/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (MELROSE PARK IL)

MO

09/03/2002 - 01/11/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

12/15/1999 - 07/11/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Robert John Stewart is right for you?

Licenses & Designations

BOTH

Issued 12/03/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert John Stewart.
Not sure if Robert John Stewart is right for you?