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RIA / WealthAdvisor15 years in industry

DANIEL MATTHEW STEWART

Advisor at STEWART WEALTH MANAGEMENT, LLC

NAPLES, FL | Fort Lauderdale, FL | Glen Allen, VA

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Search this name across graphsid dfx:ria:dabc34da-1c26-7700-2bda-458709d42afc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2017 to Sep 15, 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: STEWART WEALTH MANAGEMENT, LLC
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: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 4, 2017
First registration: Mar 3, 2017
Dual registered: no
IAPD individual key: 6610176

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
STEWART WEALTH MANAGEMENT, LLC	State registered	Jun 20, 2025	n/a	yes	NAPLES, FL\|Fort Lauderdale, FL\|Glen Allen, VA	Current employment
AEGIS WEALTH MANAGEMENT, INC.	Independent wealth	Jun 1, 2023	Jun 6, 2025	no	Glen Allen, VA\|GUTHRIE CENTER, IA\|Naples, FL	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Jan 2, 2019	Apr 28, 2021	no	NAPLES, FL\|Naples, FL\|NAPLES, FL\|Naples, FL\|Naples, FL	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	May 5, 2017	Dec 7, 2018	no	RICHMOND, VA\|RICHMOND, VA\|RICHMOND, VA	Previous registration
OSAIC FS, INC.	Former SEC adviser	Mar 3, 2017	Apr 27, 2017	no	GLEN ALLEN, VA	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
AEGIS WEALTH MANAGEMENT, INC.	STEWART WEALTH MANAGEMENT, LLC	Jun 6, 2025	Jun 20, 2025	14	Firm change	RIA to state RIA
CUNA BROKERAGE SERVICES, INC.	AEGIS WEALTH MANAGEMENT, INC.	Apr 28, 2021	Jun 1, 2023	764	Firm change after gap	Ibd to RIA
TRUIST ADVISORY SERVICES, INC.	CUNA BROKERAGE SERVICES, INC.	Dec 7, 2018	Jan 2, 2019	26	Firm change	Ibd to RIA
OSAIC FS, INC.	TRUIST ADVISORY SERVICES, INC.	Apr 27, 2017	May 5, 2017	8	Firm change	Other

Relationships

Registered with (5)

→ STEWART WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ AEGIS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 1, 2023 to Jun 6, 2025factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Jan 2, 2019 to Apr 28, 2021factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 5, 2017 to Dec 7, 2018factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Mar 3, 2017 to Apr 27, 2017factForm ADV

Dated events

Occurred
Jun 6, 2025
Advisor changed firm
Daniel Matthew Stewart left Aegis Wealth Management, Inc. for Stewart Wealth Management, Llc (registered 2025-06-20)
Form ADVobserved 5 days ago