Gary Norman Stewart
Investment adviser representative at Principal Advised Services
21 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
Are you Gary Norman Stewart? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Principal Advised ServicesApr 2024 to now
- Principal BankApr 2024 to now
- Principal Life Insurance CompanyOct 2021 to now
- Principal Securities, Inc.Oct 2021 to now
- Wells FargoJun 2021 to Oct 2021
- UnemployedNov 2020 to Jun 2021
- TIAAMay 2005 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMay 2005 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 3278719
- Firm CRD
- 297324