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Stuart Charles Brazie

Investment adviser representative at Westminster Financial Advisory Corp
20 yearsExperience
9 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Westminster Financial Advisory CorpJan 2017 to now
  2. Westminster Financial SecuritiesNov 2016 to now
  3. Kms Financial Services, IncJul 2010 to Nov 2016
  4. Whitehall Financial ServicesAug 2006 to Dec 2016

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1993

State registrations

Registered as an investment adviser representative in 9 states (AZ, FL, GA, IL, IN, NC, OH, SC, VA).

Westminster Financial Advisory Corp

$1.4BAssets managed
2,029Clients
35Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2214285
Firm CRD
110283
Advisor's SEC record (opens in a new tab)
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