Thomas Alan Stewart is an investment adviser representative (IAR) with state registration records since 2010, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-01-13 | present | Yes |
| VANGUARD ADVISERS, INC. | 2022-05-13 | 2025-12-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-08-27 | 2022-04-18 | — |
| THOMAS A. STEWART, CFP, FINANCIAL PLANNING AND INVESTMENTS | 2012-07-11 | 2013-09-17 | — |
| THE WHALEN GROUP | 2010-07-06 | 2011-08-02 | — |
| FINANCIAL ADVISERS OF AMERICA, LLC | 2010-06-04 | 2012-05-07 | — |