Reuben Frank Stewart
Investment adviser representative at Navigate Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$429.6MFirm assets
8 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Navigate Wealth Management, LLCDec 2021 to now
- Shimoda, Stewart & Storey, LLPApr 2018 to now
- Stonebridge Advisors, LLCJul 2013 to now
- Dempsey, Steed, Stewart, Ritchey & Gache, LLPMar 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Navigate Wealth Management, LLC
$429.6MAssets managed
274Clients
6Advisers
8 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
- 2416784
- Firm CRD
- 173770