Stewart & Associates

Stewart & Associates (CRD# 159486) is a financial advisory firm headquartered in Missoula, MT. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27 Fort Missoula Rd., Suite 1, Missoula, MT 59804
http://www.fstewartfinancial.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT, TX

Financial Advisors at Stewart & Associates
Showing 1 - 3 of 3 top financial advisors.
1
Richard Marshall, financial advisor Missoula MT
Richard C. Marshall
CRD#: 2453550
27 Fort Missoula Rd., Suite 1, Missoula, MT 59804

Richard Marshall (CRD# 2453550) is an Investment Advisor Representative working at Stewart & Associates in Missoula, MT and has over 22 years of experience in the finance industry.

2
Jill Tripp, financial advisor Missoula MT
Jill M. Tripp
CRD#: 4656851
27 Fort Missoula Rd., Suite 1, Missoula, MT 59804

Jill Tripp (CRD# 4656851) is an Investment Advisor Representative working at Stewart & Associates in Missoula, MT and has over 21 years of experience in the finance industry.

3
Gage Legare, financial advisor Missoula MT
Gage Legare
CRD#: 6928529
27 Fort Missoula Rd., Suite 1, Missoula, MT 59804

Gage Legare (CRD# 6928529) is an Investment Advisor Representative working at Stewart & Associates in Missoula, MT and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals