Cynthia Rose Stewart
Investment adviser representative at Alphastar Capital Management
14 yearsExperience
2 statesRegistered in
ChFC®Designation
$2.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Alphastar Capital Management, LLCApr 2024 to now
- Charthouse Holdings LLCApr 2024 to now
- Wpg Advisory Group, LLCMar 2016 to Mar 2024
- Wealth Preservation Group, Inc.Sep 2012 to Mar 2024
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 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
- 6629568
- Firm CRD
- 157423