Best Investors
Account
Sign in
Best Investors
Account
Sign in
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-08 |
| FL | RA | APPROVED | 2025-06-20 |
Branch Locations
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108 • United States
515 E Las Olas Blvd. Suite 1220-H47, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Insurance Of Va | Richmond | VA | 09/2011 | 05/2017 |
| Lincoln Financial Securities Corporation | Glen Allen | VA | 07/2016 | 04/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2017 | 12/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2017 | 12/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2018 | 04/2021 |
| Suncoast Credit Union | Tampa | FL | 12/2018 | 04/2021 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2023 | 06/2025 |
| Fidelity Insurance Agency Of Va Dba Stewart Wealth Advisors | Richmond | VA | 04/2021 | Present |
| Lincoln Financial Securities Corporation | Glen Allen | VA | 03/2017 | 04/2017 |
| Stewart Wealth Management, Llc Dba Stewart Wealth Advisors | Naples | FL | 01/2025 | Present |
| Stewart Wealth Management, Llc Dba Stewart Wealth Advisors | Naples | FL | 06/2025 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2019 | 04/2021 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-04 |
Reach out to this advisor