Daniel Martin Stewart
Investment adviser representative at Revere Asset
10 yearsExperience
1 stateRegistered in
CFADesignation
$407.9MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Revere Asset Management, Inc.Apr 2016 to now
- Revere AssetFeb 2010 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Revere Asset
Legal name: Revere Asset Management, Inc.
$407.9MAssets managed
501Clients
5Advisers
3 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
- 2649504
- Firm CRD
- 152881