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William Grove Stewart

Raymond James & Associates, Inc.

Phoenixville, PA

Annapolis, MD

CRD 6358674

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-31
MD RA APPROVED 2022-02-09
PA RA APPROVED 2022-02-09
  • TX RA
    APPROVED_RES
    Since 2022-03-31
  • MD RA
    APPROVED
    Since 2022-02-09
  • PA RA
    APPROVED
    Since 2022-02-09

Branch Locations

Phoenixville, PA • United States

2077 Somerville Road Suite 320, Annapolis, MD 21401 • 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
Janney Montgomery Scott Llc Bryn Mawr PA 10/2016 06/2021
Janney Montgomery Scott Llc Bryn Mawr PA 06/2021 02/2022
Raymond James & Associates, Inc. Phoenixville PA 02/2022 Present
Unemployed Cambridge MA 06/2016 09/2016
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-06
  • S66 Uniform Combined State Law Examination
    2017-04-06
Other Names
  • Grove Stewart
  • William Grove Stewart Iv

View on SEC IAPD

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