DFX Intelligence
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.
Registered advisor
Reuben Frank Stewart
Feed of 09/14/2026
Also filed as Ben Stewart
At current firm
4 y
since Dec 17, 2021
In the industry
32 y
since Jan 21, 1994 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Navigate Wealth Management, LLC independent RIA currentsince Dec 17, 2021 · Birmingham, Al
- Stonebridge Advisors, LLC unclassifiedJul 9, 2013 to Jan 31, 2022 · Birmingham, Al
- Trustee Empowerment & Protection, Inc. institutionalOct 2, 2012 to Jul 5, 2013 · Birmingham, Al
- Stewart, Reuben Frank III unclassifiedJul 12, 2010 to Oct 2, 2012
- Hayek Kallen Investment Management L.L.C. independent RIADec 20, 2006 to Jul 14, 2008 · Birmingham, Al
- Hayek Kallen Investment Management L.L.C. independent RIAJun 24, 2005 to Apr 20, 2006 · Birmingham, Al
- Stewart, Reuben Frank III unclassifiedJan 28, 2004 to Jun 24, 2005 · Birmingham, Al
Moves
a registration end followed by a registration begin elsewhere
- Stonebridge Advisors, LLC to Navigate Wealth Management, LLCleft Jan 31, 2022, registered Dec 17, 2021 (-45 days) · Other · moved with a team
- Trustee Empowerment & Protection, Inc. to Stonebridge Advisors, LLCleft Jul 5, 2013, registered Jul 9, 2013 (4 days) · Other
- Stewart, Reuben Frank III to Trustee Empowerment & Protection, Inc.left Oct 2, 2012, registered Oct 2, 2012 (0 days) · Other
- Hayek Kallen Investment Management L.L.C. to Stewart, Reuben Frank IIIleft Jul 14, 2008, registered Jul 12, 2010 (728 days) · Other
- Stewart, Reuben Frank III to Hayek Kallen Investment Management L.L.C.left Jun 24, 2005, registered Jun 24, 2005 (0 days) · Other
Signals
- Reuben Frank Stewart left Stonebridge Advisors, Llc for Navigate Wealth Management, Llc (registered 2021-12-17)Jan 31, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address