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Stewart Everett Emenheiser

Davenport & Co. LLC

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About Stewart Everett Emenheiser

Stewart Everett Emenheiser is a financial advisor at Davenport & Co. LLC. Stewart has been in the industry since 2006, previously working with EDWARD JONES. Stewart is a Certified Financial Planner® professional. Stewart works with individuals, families, businesses, and institutions. He provides financial planning, investment management, and retirement planning services. Stewart is licensed to sell securities in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and West Virginia.

Firm Information

Stewart Emenheiser is currently registered with Davenport & Co. LLC. Davenport & Co. LLC is a Limited Liability Company formed in 1997 and headquartered in Richmond, Virginia. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. The firm has over 300 investment adviser representatives and manages approximately $19.3 billion in regulatory assets under management.
Davenport & Co. LLC

ONE JAMES CENTER

RICHMOND, VA 23219

$19.33B

Assets Under Management

73

Total Clients

346

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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

12b-1 fees and/or shareholder servicing fees

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Stewart Emenheiser’s Registration & Firm History

VA

04/12/2019 - Present

Davenport & Co. LLC (FREDERICKSBURG VA)

VA

03/14/2006 - 04/17/2019

EDWARD JONES (Fredericksburg VA)

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Licenses & Designations

BOTH

Issued 09/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/28/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Stewart Everett Emenheiser. Review regulatory record here.
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