Elizabeth Birdie Stewart

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 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

• 05/2025 → 09/2025
  Wells Fargo Advisors Financial Network, Llc
  Charleston, SC
• 08/2024 → 05/2025
  College Of Charleston
  Charleston, SC
• 06/2024 → 08/2024
  Bettys Seafood Shack
  Margate City, NJ
• 07/2024 → 08/2024
  Morgan Stanley
  Northfield, NJ
• 01/2023 → 01/2024
  82 Queen Hospitality
  Charleston, SC
• 09/2023 → 12/2023
  Maya Chia
  Charleston, SC
• 06/2022 → 08/2023
  Farm Stand On 14Th
  Ocean City, NJ
• 06/2018 → 08/2022
  Margate Recreation
  Margate City, NJ
• 10/2003 → 06/2018
  Unemployment
  Bedminster, NJ
• 02/2024 → 05/2024
  Unemployed
  Charleston, SC
• 10/2025 → Present
  Ubs Financial Services Inc
  Winter Park, FL

Other Businesses

Approved by UBS, doordash / ubereats, 1 hour a month at max. Not investment related, been doing it since 2022. 0 hours during trading hours. Food delivery service.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16

Other Names

• Birdie Stewart
• Elizabeth Birdie Stewart