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RIA / WealthAdvisor29 years in industry

SHANYN KAY STEWART

Advisor at ADVANCED FINANCIAL MANAGEMENT, INC.

LAMBERTVILLE, MI

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Search this name across graphsid dfx:ria:ab7603e3-c0be-e7dd-ceec-b8c596aea633

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2003 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: ADVANCED FINANCIAL MANAGEMENT, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 3, 1997
First registration: Sep 15, 2003
Dual registered: no
Other names: SHANYN KAY HALL
IAPD individual key: 2846225

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
ADVANCED FINANCIAL MANAGEMENT, INC.	State registered	Mar 18, 2022	n/a	yes	LAMBERTVILLE, MI	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 1, 2011	Nov 9, 2020	no	LAMBERTVILLE, MI	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Jan 12, 2004	Apr 5, 2011	no	TOLEDO, OH\|LAMBERTSVILLE, MI\|CLEVELAND, OH\|LAMBERTVILLE, MI	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Sep 15, 2003	Dec 31, 2003	no	LAMBERTVILLE, MI	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	ADVANCED FINANCIAL MANAGEMENT, INC.	Nov 9, 2020	Mar 18, 2022	494	Firm change after gap	Ibd to state RIA
NEXT FINANCIAL GROUP, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 5, 2011	Mar 1, 2011	-35	Firm change after gap	Other
CETERA INVESTMENT ADVISERS LLC	NEXT FINANCIAL GROUP, INC.	Dec 31, 2003	Jan 12, 2004	12	Firm change	Other

Relationships

Registered with (4)

→ ADVANCED FINANCIAL MANAGEMENT, INC.Registered adviserregistration: current employment
Mar 18, 2022 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 1, 2011 to Nov 9, 2020factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jan 12, 2004 to Apr 5, 2011factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Sep 15, 2003 to Dec 31, 2003factForm ADV

Dated events

No dated event names this entity yet.