Gregory David Stewart

Employer firm

Two West Capital Advisors LLC CRD 154543

$3.89B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/1985 → 06/2020
  Nationwide Insurance Co.
  Columbus, OH
• 11/1985 → Present
  Stewart Agency Inc
  Elmira, NY
• 05/2013 → Present
  Stewart Advisory Services, Inc.
  Elmira, NY
• 07/2020 → Present
  Two West Capital Advisors Llc
  Overland Park, KS

Previous Registrations

• 2015-05-11 → 2020-11-03
  Stewart Advisory Services, Inc.
  Elmira, NY
• 2008-08-01 → 2013-05-08
  Nationwide Securities, Llc
  Elmira, NY
  Bath, NY
  Elmira, NY
• 2005-04-18 → 2008-08-01
  1717 Capital Management Company
  Elmira, NY

Other Businesses

1) OWNER OF GK OFFICE EQUITIES LLC, AN ELMIRA, NY COMMERCIAL PROPERTY MANAGEMENT COMPANY FORMED IN 2007. ACTIVITY REPRESENTS AN AVERAGE OF 4 HOURS PER WEEK, SOME OF WHICH MAY BE DURING MARKET TRADING HOURS. 2) VOLUNTEER FINANCIAL PLANNER FOR THE FOUNDATION FOR FINANCIAL PLANNING, A WASHINGTON DC CHARITABLE ORGANIZATION, A POSITION HELD SINCE 2021. ACTIVITY REPRESENTS AN AVERAGE OF 2 HOURS PER MONTH, SOME OF WHICH MAY BE DURING MARKET TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-29
• S63 Uniform Securities Agent State Law Examination
  1986-11-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Greg Stewart