Melissa Stewart, financial advisor Phoenix AZ

Melissa Stewart

Raymond James & Associates

CRD Number: 5035751
Current Firm: Dynamic Wealth Advisors
Compensation Model: Both

Melissa Stewart (CRD# 5035751) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 17 years of experience in the finance industry. Melissa Stewart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dynamic Wealth Advisors Dba Clearvista Advisors Phoenix, AZ Jul 2021 - Current 2
Raymond James & Associates Grand Rapids, MI Jan 2011 - Jul 2021 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Melissa Stewart
By the Numbers
  • Total Assets Under Management
    4,829
    MILLIONS
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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Data verified by both the advisor and the public regulatory data.

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