Samuel Dylan 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

• 12/2018 → 09/2020
  Primerica Financial Services
  Austin, TX
• 06/2020 → 03/2023
  Thrivent Investment Management Inc
  Cedar Park, TX
• 10/2020 → 03/2023
  Thrivent Financial
  Appleton, WI
• 03/2023 → 04/2023
  J.P. Morgan Securities Llc
  Georgetown, TX
• 03/2023 → 05/2023
  Jpmorgan Chase Bank, N.A.
  Georgetown, TX
• 09/2022 → 12/2023
  Esp, Llc
  Austin, TX
• 03/2015 → 04/2023
  Galveston Island Beach Patrol
  Galveston, TX
• 08/2017 → 12/2020
  Evins Personnel Consultants
  Austin, TX
• 05/2023 → 06/2025
  Allstate Insurance Company
  Northbrook, IL
• 08/2023 → Present
  Summit Christian Academy
  Cedar Park, TX
• 09/2024 → Present
  Stadium People
  Dallas, TX
• 05/2023 → 06/2025
  Allstate Financial Services, Llc
  Lincoln, NE
• 05/2023 → 06/2025
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 06/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Austin, TX
• 06/2025 → Present
  Raymond James Financial Services, Inc.
  Austin, TX

Previous Registrations

• 2023-05-31 → 2025-06-20
  Allstate Financial Advisors, Llc
  New Braunfels, TX
• 2023-03-23 → 2023-04-22
  J.P. Morgan Securities Llc
  Round Rock, TX
  Round Rock, TX
  Round Rock, TX
  Georgetown, TX
• 2022-01-14 → 2023-03-21
  Thrivent Investment Management Inc.
  Cedar Park, TX

Other Businesses

(1)Name of Business: Sparkman Wealth Management Address: 13706 Research Blvd Suite 306, Austin, TX, 78750-1840, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/23/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor (2)Name of Business: The Stewart Agency, LLC Address: 13706 Research Blvd, Ste 308, Austin, TX, 78750, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/07/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I own an independent insurance agency with Brightway Insurance. I sell Personal and Commercial Lines Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-13
• S63 Uniform Securities Agent State Law Examination
  2020-08-07

Other Names

• Sam Stewart
• Samuel D Stewart
• Samuel Stewart