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Rutherford Financial Advisors
Stewart Financial Management Inc.
38 Park Avenue, Suite 2000
Rutherford, NJ 07070
(866) 443-7308
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“Objective Financial Solutions & Advice”
Advisor Profile
Name: Robert Stewart Jr. -President/CEO
Phone Number: (866) 443-7308
Website: Visit Website
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Business Description

Stewart Financial Management, Inc. (SFM) is a full service financial management firm that deals in a wide range of investment vehicles to support every aspect of my clients investment needs. SFM works to implement a variety of wealth management tools to best suit my clients' short and long term investment objectives. No matter what your investment goals are, SFM will aid you in identifying the investment instruments that will assist you in achieving them. My intense dedication to performing a financial analysis, commitment to my client needs, and years of experience in financial management has enabled me to standout from the competition.

SFM delivers high quality investment recommendations, individually customized to meet my clients’ goals and objectives. Products and services include: stocks, bonds, mutual funds, options, ETF’s, managed portfolios, CD’s, high yielding money markets, IRA’s, 401k’s , a 401k rollover, annuities, life insurance (term or whole life) and health insurance (long term care and disability).

Robert Stewart has been a licensed Registered Representative for over 14 years. He currently holds the following investment licenses; Series 7, 24, 63, and 65. He is also licensed in life and health Insurance and has his BA from Virginia Wesleyan College.

Stewart Financial Management Inc is an independent affiliate of First Montauk Securities Corp., (FMSC) a registered broker dealer and Member FINRA/SIPC. Securities and Advisory services offered through FMSC.
 

General Information

Gender:    Male
CRD#:    2457021
SEC File#:    8-29748
Years of Experience in Financial Services:    15
Foreign Languages Serviced:    English Only
 

Education

Academic Background
 
Designations and Degrees:
BA in Business management from Virginia Wesleyan College 1993
General Securities Representative License (Series 7)
Uniformed State Law License (Series 63)
General Securities Principals License (Series 24)
Uniform Investment Adviser License (Series 65)
New Jersey Life and Health Insurance License
 

Services

Investment Types:    Stocks Mutual Funds, Bonds, Stocks, Bond Mutual Funds, International Investments, Managed Porfolios, Options, Alternative Investments, Annuities
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Series 65, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Series 63
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
Assets Managed by Firm:    Yes
 

Compensation & Fees

Additional Details on Charges:    I am compensated by either commissions on products or a percentage fee on assets. Fees and commissions are always clearly explained and discussed before any transactions are done. Prospective clients can receive a free consultation at my office in Rutherford N.J. or over the telephone.
 
 
 
Prepared By: Robert Stewart Jr. -President/CEO
Most Recent Update: 09/23/2008