Andrew Michael Stewart
Investment adviser representative at Wms Group LLC
12 yearsExperience
1 stateRegistered in
$125.3MFirm assets
Under 1 yearFirm in business
Are you Andrew Michael 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wms Group LLCNov 2019 to now
- Ams Resources NetworkSep 2017 to now
- University of New OrleansAug 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (LA).
Wms Group LLC
$125.3MAssets managed
252Clients
2Advisers
Under 1 yearIn 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
- 7205788
- Firm CRD
- 164327