Stewart Daniel Whitt

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 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

• 04/2015 → 09/2018
  Lpl Financial, Llc
  Huntsville, AL
• 04/2015 → 11/2023
  Bridgeworth, Llc
  Huntsville, AL
• 12/2023 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2015-05-11 → 2024-03-19
  Bridgeworth Wealth Management
  Huntsville, AL
  Birmingham, AL
  Huntsville, AL
• 2009-04-06 → 2015-05-11
  Osaic Fa, Inc.
  Huntsville, AL

Exams

• S66 Uniform Combined State Law Examination
  2009-04-03

Designations

• Certified Financial Planner