Daniel Matthew Stewart

Employer firm

Stewart Wealth Management, LLC CRD 334077

$343.0K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2011 → 05/2017
  Fidelity Insurance Of Va
  Richmond, VA
• 07/2016 → 04/2017
  Lincoln Financial Securities Corporation
  Glen Allen, VA
• 05/2017 → 12/2018
  Suntrust Investment Services, Inc
  Atlanta, GA
• 05/2017 → 12/2018
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 12/2018 → 04/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 12/2018 → 04/2021
  Suncoast Credit Union
  Tampa, FL
• 04/2023 → 06/2025
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 04/2021 → Present
  Fidelity Insurance Agency Of Va Dba Stewart Wealth Advisors
  Richmond, VA
• 03/2017 → 04/2017
  Lincoln Financial Securities Corporation
  Glen Allen, VA
• 01/2025 → Present
  Stewart Wealth Management, Llc Dba Stewart Wealth Advisors
  Naples, FL
• 06/2025 → Present
  Stewart Wealth Management, Llc Dba Stewart Wealth Advisors
  Naples, FL
• 01/2019 → 04/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA

Previous Registrations

• 2023-06-01 → 2025-06-06
  Aegis Wealth Management, Inc.
  Glen Allen, VA
  Guthrie Center, IA
  Naples, FL
• 2019-01-02 → 2021-04-28
  Cuna Brokerage Services, Inc.
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
• 2017-05-05 → 2018-12-07
  Truist Advisory Services, Inc.
  Richmond, VA
  Richmond, VA
  Richmond, VA
• 2017-03-03 → 2017-04-27
  Osaic Fs, Inc.
  Glen Allen, VA

Other Businesses

1.) Fidelity Insurance Agency of Virginia DBA Stewart Wealth Advisors; Investment-related; Naples, FL; Insurance Agency; Independent Insurance Agent; Lines of Authority in Life, Health, and Variable Annuities; Start Date 04/2021; Approximately 120 hours/month devoted to insurance related activities; Approximately 60 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-04