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Scott Fister Stewart

Eagle Strategies LLC

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About Scott Fister Stewart

Scott Fister Stewart is a financial professional with over 35 years of experience in the industry. Scott is a registered representative and investment advisor representative, currently with Eagle Strategies LLC. Scott has experience in financial planning, pension consulting, and portfolio management for individuals. Scott Stewart has a series 6, 22, and 63 license, as well as a Series SIE. He is a Chartered Financial Consultant and also holds a Series 22, a Series 6, and a Series 63 license. In addition to being with Eagle Strategies LLC, Scott is also an insurance broker through Stewart Financial Services, Inc., and is a board member of the Clemmons Moravian Church.

Firm Information

Scott Stewart is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

1365 WESTGATE CENTER DRIVE

WINSTON SALEM, NC 27103

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Scott Stewart’s Registration & Firm History

NC

03/27/2024 - Present

Eagle Strategies LLC (WINSTON SALEM NC)

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Licenses & Designations

BC

Issued 11/26/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/8/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/23/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Fister Stewart.
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