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Scott Mcallister Stewart

Eads & Heald Wealth Management

Atlanta, GA

CRD 4571128

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Employer firm

Eads & Heald Wealth Management CRD 105524

$240M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Eads & Heald Wealth Management

2100 Riveredge Pkwy N.W. Ste 760, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-04-02
NC RA APPROVED 2002-09-06
TX RA APPROVED 2002-09-06
  • GA RA
    APPROVED
    Since 2003-04-02
  • NC RA
    APPROVED
    Since 2002-09-06
  • TX RA
    APPROVED
    Since 2002-09-06

Branch Locations

2100 Riveredge Parkway, Nw Suite 760, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eads & Heald Investment Counsel Atlanta GA 10/1998 Present
  • 10/1998 → Present
    Eads & Heald Investment Counsel
    Atlanta, GA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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