Samuel Dylan Stewart
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2025 to now
- Raymond James Financial Services, Inc.Jun 2025 to now
- Stadium PeopleSep 2024 to now
- Summit Christian AcademyAug 2023 to now
- Allstate Financial Advisors, LLCMay 2023 to Jun 2025
- Allstate Financial Services, LLCMay 2023 to Jun 2025
- Allstate Insurance CompanyMay 2023 to Jun 2025
- JPMorgan Chase Bank, N.A.Mar 2023 to May 2023
- J.P. Morgan Securities LLCMar 2023 to Apr 2023
- Esp, LLCSep 2022 to Dec 2023
- Thrivent FinancialOct 2020 to Mar 2023
- Thrivent Investment Management IncJun 2020 to Mar 2023
- Primerica Financial ServicesDec 2018 to Sep 2020
- Evins Personnel ConsultantsAug 2017 to Dec 2020
- Galveston Island Beach PatrolMar 2015 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7258496
- Firm CRD
- 149018