Adam Mitchell Stewart
Investment adviser representative at Ausdal Financial Partners, Inc.
9 yearsExperience
2 statesRegistered in
$3.7BFirm assets
18 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Ausdal Financial Partners, Inc.May 2025 to now
- Stewart Wealth Advisors Llc./fidelity Insurance Agency of VaJul 2016 to now
- TrutoroJan 2025 to Feb 2025
- Brokers International Financial ServicesDec 2019 to Dec 2024
- Richmond Ambulance AuthorityAug 2016 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, VA).
Ausdal Financial Partners, Inc.
$3.7BAssets managed
16,572Clients
184Advisers
18 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
- 7206216
- Firm CRD
- 7995