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RIA / WealthAdvisor32 years in industry

REUBEN FRANK STEWART

Advisor at NAVIGATE WEALTH MANAGEMENT, LLC

BIRMINGHAM, AL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NAVIGATE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 21, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 21, 1994
First registration: Jan 28, 2004
Dual registered: no
Other names: BEN STEWART
IAPD individual key: 2416784

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NAVIGATE WEALTH MANAGEMENT, LLC	Independent wealth	Dec 17, 2021	n/a	yes	BIRMINGHAM, AL\|BIRMINGHAM, AL	Current employment
STONEBRIDGE ADVISORS, LLC	n/a	Jul 9, 2013	Jan 31, 2022	no	BIRMINGHAM, AL	Previous registration
TRUSTEE EMPOWERMENT & PROTECTION, INC.	Institutional manager	Oct 2, 2012	Jul 5, 2013	no	BIRMINGHAM, AL	Previous registration
STEWART, REUBEN FRANK III	n/a	Jul 12, 2010	Oct 2, 2012	no	n/a	Previous registration
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.	Independent wealth	Dec 20, 2006	Jul 14, 2008	no	BIRMINGHAM, AL	Previous registration
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.	Independent wealth	Jun 24, 2005	Apr 20, 2006	no	BIRMINGHAM, AL	Previous registration
STEWART, REUBEN FRANK III	n/a	Jan 28, 2004	Jun 24, 2005	no	BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STONEBRIDGE ADVISORS, LLC	NAVIGATE WEALTH MANAGEMENT, LLC	Jan 31, 2022	Dec 17, 2021	-45	Firm change after gap	Other
TRUSTEE EMPOWERMENT & PROTECTION, INC.	STONEBRIDGE ADVISORS, LLC	Jul 5, 2013	Jul 9, 2013	4	Firm change	Other
STEWART, REUBEN FRANK III	TRUSTEE EMPOWERMENT & PROTECTION, INC.	Oct 2, 2012	Oct 2, 2012	0	Firm change	Other
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.	STEWART, REUBEN FRANK III	Jul 14, 2008	Jul 12, 2010	728	Firm change after gap	Other
STEWART, REUBEN FRANK III	HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.	Jun 24, 2005	Jun 24, 2005	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
128217:173770:AL:2022-01-31	Jan 31, 2022	Dec 17, 2021	BIRMINGHAM, AL	Firm change after gap

Relationships

Registered with (5)

→ NAVIGATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 17, 2021 to presentfactForm ADV
→ STONEBRIDGE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 9, 2013 to Jan 31, 2022factForm ADV
→ TRUSTEE EMPOWERMENT & PROTECTION, INC.Registered adviserregistration: previous registration
Oct 2, 2012 to Jul 5, 2013factForm ADV
→ STEWART, REUBEN FRANK IIIRegistered adviserregistration: previous registration
Jul 12, 2010 to Oct 2, 2012factForm ADV
→ HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Registered adviserregistration: previous registration
Dec 20, 2006 to Jul 14, 2008factForm ADV

Dated events

Occurred
Jan 31, 2022
Advisor changed firm
Reuben Frank Stewart left Stonebridge Advisors, Llc for Navigate Wealth Management, Llc (registered 2021-12-17)
Form ADVobserved 4 days ago