RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael Stuart
- Title
- Director of Operationsreportedomnistarfinancial.comfirm site, Sep 15, 2026
- Professional profile
- omnistarfinancial.com/team/michael-stuartreportedomnistarfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Omnistar Financial Group, Inc. independent RIA currentsince May 11, 2026 · Wilmington, Nc
- Oak Harvest Investment Services independent RIADec 14, 2023 to Aug 26, 2025 · Houston, Tx
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 18, 2019 · Boston, Ma
- Strategic Advisers LLC national BDNov 9, 2000 to Jul 13, 2018 · Webster, Tx
- Oak Harvest Investment Services to Omnistar Financial Group, Inc.left Aug 26, 2025, registered May 11, 2026 (258 days) · RIA to RIA
- Fidelity Personal And Workplace Advisors to Oak Harvest Investment Servicesleft Mar 18, 2019, registered Dec 14, 2023 (1732 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Michael Stuart left Oak Harvest Investment Services for Omnistar Financial Group, Inc. (registered 2026-05-11)Aug 26, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address