Ted William Stewart

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 09/2021
  Raymond James & Associates
  Greensboro, NC
• 09/2021 → 06/2022
  Edward Jones
  St Louis, MO
• 06/2022 → Present
  Raymond James Financial Services, Inc.
  Julian, NC
• 06/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Julian, NC

Previous Registrations

• 2021-09-27 → 2022-06-14
  Edward Jones
  St Louis, MO
  Julian, NC
  Greensboro, NC
  Julian, NC
• 2011-10-03 → 2021-10-04
  Raymond James & Associates, Inc.
  Greensboro, NC
• 2001-04-27 → 2002-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC

Exams

• S66 Uniform Combined State Law Examination
  2011-09-30

Other Names

• Ted William Stewart
• Ted William Stewart
• Ted W Stewart