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Brian Seay

Capital Stewards, LLC

Huntsville, AL

CRD 7411892

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Employer firm

Capital Stewards, LLC CRD 315761

$11.7M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Capital Stewards, Llc

4100 Market Street Sw Suite 100, Huntsville, AL 35808 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-01-04
TN RA APPROVED 2021-09-28
AL RA APPROVED 2021-09-27
  • GA RA
    APPROVED
    Since 2022-01-04
  • TN RA
    APPROVED
    Since 2021-09-28
  • AL RA
    APPROVED
    Since 2021-09-27

Branch Locations

4100 Market Street Sw Suite 100, Huntsville, AL 35808 • 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
Accenture Atlanta GA 08/2014 12/2016
Truist Bank Atlanta GA 01/2017 09/2021
Capital Stewards, Llc Madison AL 07/2021 Present
  • 08/2014 → 12/2016
    Accenture
    Atlanta, GA
  • 01/2017 → 09/2021
    Truist Bank
    Atlanta, GA
  • 07/2021 → Present
    Capital Stewards, Llc
    Madison, AL
Designations
  • Chartered Financial Analyst
Other Names
  • Brian Seay

View on SEC IAPD

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