Suzanne Stewart
Investment adviser representative at Integrity Advisory Solutions
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Integrity Advisory SolutionsAug 2025 to now
- Integrity Alliance/brokers International Financial ServicesApr 2024 to now
- Legacy Bridge Private Family OfficesApr 2020 to Apr 2024
- Heartland MillwrightsApr 2018 to Apr 2020
- Principal Financial GroupApr 2012 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
Integrity Advisory Solutions
Legal name: Integrity Advisory Solutions, LLC
$1.1BAssets managed
2,428Clients
127Advisers
4 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
- 2294448
- Firm CRD
- 288817