Daniel Martin Stewart

Employer firm

Revere Asset CRD 152881

$408M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Revere Asset Management, Inc.
  Allen, TX

Previous Registrations

• 2006-08-02 → 2010-01-07
  Daniel Frishberg Financial Services, Inc.
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-06
• S63 Uniform Securities Agent State Law Examination
  1995-08-31

Designations

• Chartered Financial Analyst

Other Names

• Dan Stewart
• Danny Stewart
• Daniel Martin Stewart
• Daniel M Stewart