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.
Andrew Gleason Stewart
- Title
- Financial Advisorreportedartisancap.comfirm site, Sep 15, 2026
- Designations
- CFPreportedartisancap.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 15reportedartisancap.com“With over 15 years of experience in the financial services industry, Andrew specializes in personal financial planning, retirement planning, and investment management.”
- Professional profile
- artisancap.com/team/andrew-stewartreportedartisancap.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.
- Nwf Advisory Services Inc independent RIA currentsince Feb 14, 2017 · Campbell, Ca
- Whjr Associates formerSep 23, 2010 to Apr 18, 2017 · Campbell, Ca
- Whjr Associates to Nwf Advisory Services Incleft Apr 18, 2017, registered Feb 14, 2017 (-63 days) · Other · moved with a team
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address