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William Alexander Stewart

Geowealth Management LLC

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About William Alexander Stewart

William Alexander Stewart is an active investment advisor representative registered with the state of Illinois. William Alexander Stewart is currently employed with Geowealth Management LLC. William Alexander Stewart has also been employed by Portfolio Brokerage Services, Inc. and Ameritas Investment Corp.. William Alexander Stewart holds Series 6, 7, 63, 66 and SIE securities licenses. William Alexander Stewart's specializations include portfolio management for individuals, portfolio management for businesses, education seminars and publication of periodicals.

Firm Information

William Stewart is currently registered with Geowealth Management LLC. Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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William Stewart’s Registration & Firm History

IL

01/12/2015 - Present

Geowealth Management LLC (CHICAGO IL)

IL

08/23/2013 - 12/05/2014

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

NE

04/20/2010 - 01/31/2011

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 11/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2014

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2013

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Alexander Stewart.
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