William Grove Stewart

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:

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

Current Employers

Employment History

• 05/2009 → 02/2022
  Janney Montgomery Scott Llc
  Bryn Mawr, PA
• 02/2022 → Present
  Raymond James & Associates, Inc.
  Annapolis, MD

Previous Registrations

• 2009-05-11 → 2022-02-24
  Janney Montgomery Scott Llc
  Philadelphia, PA
  Bryn Mawr, PA
• 2006-02-21 → 2009-05-28
  Citigroup Global Markets Inc.
  Bryn Mawr, PA
  New York, NY
  Bryn Mawr, PA
• 2003-01-08 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Bryn Mawr, PA
• 2002-07-26 → 2003-01-10
  Pershing Llc
  Bala Cynwyd, PA

Other Businesses

ESF Dream Camp Foundation, Bryn Manor PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-21
• S63 Uniform Securities Agent State Law Examination
  1986-07-07

Other Names

• Bill Stewart
• William Grove Stewart
• William Grove Stewart Iii