Joseph Ryan Steward
Investment adviser representative at Capital Analysts
13 yearsExperience
2 statesRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsSep 2019 to now
- Lincoln InvestmentSep 2019 to now
- Charles Schwab & Co., Inc.Feb 2019 to Sep 2019
- Charles Schwab BankFeb 2019 to Sep 2019
- Fidelity InvestmentsJun 2017 to Feb 2019
- Core Realty LLCMar 2006 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6816593
- Firm CRD
- 162200