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
Daniel Matthew Stewart
Feed of 09/15/2026
At current firm
1 y
since Jun 20, 2025
In the industry
15 y
since Sep 1, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Stewart Wealth Management, LLC state registered currentsince Jun 20, 2025 · Naples, Fl
- Aegis Wealth Management, Inc. independent RIAJun 1, 2023 to Jun 6, 2025 · Glen Allen, Va
- Cuna Brokerage Services, Inc. formerJan 2, 2019 to Apr 28, 2021 · Naples, Fl
- Truist Advisory Services, Inc. BD affiliatedMay 5, 2017 to Dec 7, 2018 · Richmond, Va
- Osaic Fs, Inc. formerMar 3, 2017 to Apr 27, 2017 · Glen Allen, Va
Moves
a registration end followed by a registration begin elsewhere
- Aegis Wealth Management, Inc. to Stewart Wealth Management, LLCleft Jun 6, 2025, registered Jun 20, 2025 (14 days) · RIA to a state-registered adviser
- Cuna Brokerage Services, Inc. to Aegis Wealth Management, Inc.left Apr 28, 2021, registered Jun 1, 2023 (764 days) · Affiliated broker-dealer or bank to independent RIA
- Truist Advisory Services, Inc. to Cuna Brokerage Services, Inc.left Dec 7, 2018, registered Jan 2, 2019 (26 days) · Affiliated broker-dealer or bank to independent RIA
- Osaic Fs, Inc. to Truist Advisory Services, Inc.left Apr 27, 2017, registered May 5, 2017 (8 days) · Other
Signals
- Daniel Matthew Stewart left Aegis Wealth Management, Inc. for Stewart Wealth Management, Llc (registered 2025-06-20)Jun 6, 2025 · 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
- STATE REGISTEREDderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address