Dale Robert Branda
Investment adviser representative at Steward Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$160.7MFirm 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
Experience
10 years in the industry.
- Steward Advisors, LLCJan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Steward Advisors, LLC
$160.7MAssets managed
109Clients
4Advisers
4 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
- 6637454
- Firm CRD
- 156331