Stewart Thomas Butler

Current Employers

Employment History

• 05/2011 → 11/2019
  Bank Of The West
  San Francisco , CA
• 06/2011 → 11/2019
  Bancwest Investment Services
  San Francisco , CA
• 12/2020 → 05/2026
  Fidelity Investments
  Palo Alto , CA
• 12/2019 → 09/2020
  Unemployed
  San Francisco, CA
• 03/2025 → 05/2026
  Fidelity Investments
  Palo Alto, CA
• 06/2026 → Present
  Charles Schwab & Co., Inc
  San Mateo, CA
• 06/2026 → Present
  Charles Schwab Bank
  San Mateo, CA

Previous Registrations

• 2025-03-31 → 2026-06-12
  Strategic Advisers Llc
  Palo Alto, CA
  San Francisco, CA
  Boston, MA
• 2021-03-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palo Alto, CA
• 2011-07-21 → 2019-11-26
  Bancwest Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA
  Walnut Creek, CA
  Oakland, CA
  El Cerrito, CA
  San Lorenzo, CA
  San Ramon, CA
  San Leandro, CA
  Hayward, CA
  San Leandro, CA
• 2007-01-30 → 2011-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2005-11-02 → 2006-05-25
  Morgan Stanley Dw Inc.
  San Francisco, CA

Other Businesses

1) San Franciso Beautiful | Investment Related:No|2269 Chestnut St Ste. 437|Nonprofit Charitable Organizations|Boad of Director, Treasurer |2011-05-01|Less than 20|0|General Oversight of Non Profit. Primarily work with other board members and the executive director

Exams

• S66 Uniform Combined State Law Examination
  2005-11-01