Scott Mcallister Stewart
Investment adviser representative at Eads & Heald Wealth Management
28 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$240.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Eads & Heald Wealth ManagementSep 2002 to now
- Eads & Heald Investment CounselOct 1998 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, TX).
Eads & Heald Wealth Management
Legal name: R. Stewart Eads Investment Counsel, Inc.
$240.5MAssets managed
229Clients
3Advisers
39 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
- 4571128
- Firm CRD
- 105524