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Dale Robert Branda

Steward Advisors, LLC

Chicago, IL

CRD 6637454

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Employer firm

Steward Advisors, LLC CRD 156331

$161M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Steward Advisors, Llc

625 West Adams Street Floor 19, Chicago, IL 60661 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-05-10
  • IL RA
    APPROVED
    Since 2016-05-10

Branch Locations

625 West Adams Street Floor 19, Chicago, IL 60661 • 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
Steward Advisors, Llc Chicago IL 01/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-10
  • S65 Uniform Investment Adviser Law Examination
    2016-05-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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