Christopher Brian Stewart

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Palm Beach Gardens, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2000-07-21 → 2003-07-24
  A. G. Edwards & Sons, Inc.
  West Palm Beach, FL

Other Businesses

Independent Insurance Brokering; United American; 11/28/2018; Health. Business Ownership; CBS Investments of Palm Beach, Inc.; ; This is an S Corp established 11/15/2011 for the sole purpose to reduce the federal taxes paid as a self-employed practitioner; 4440 PGA Blvd., Suite 600Palm Beach Gardens, FL 33410, ,; Not Investment-Related; 11/15/2011; 0 hours per month; 0 during trading hours. Outside Employment; SRA Partners. LLC; Independent Contractor - Maintain and manage the operations of the team's Palm Beach Gardens office; provide coaching and education; provide leadership services to the company and its employees; and perform duties only for activities not requiring licenses; ; 2700 N Military Trail, Suite 390, , Boca Raton, FL, 33431; Not Investment-Related; 07/01/2022; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-10
• S63 Uniform Securities Agent State Law Examination
  1995-12-20

Other Names

• Cbrian Stewart