David Patrick Stewart
Investment adviser representative at Vanderbilt Advisory Services
20 yearsExperience
1 stateRegistered in
$2.1BFirm assets
13 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
Experience
20 years in the industry.
- Vanderbilt Advisory Services LLCFeb 2020 to now
- Vanderbilt Securities, LLCFeb 2020 to now
- Investment Advisors Asset Management, LLCSep 2007 to Feb 2020
- Royal Alliance Associates, Inc.Nov 2006 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CT).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 3238753
- Firm CRD
- 116537