Sasha Stewart
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Sasha 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 assetsFixed or flat fee
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
13 years in the industry.
- Astoria Strategic Wealth, Inc.Oct 2026 to now
- Cetera Planning PartnersMay 2026 to now
- Marmo Financial Group, LLCJan 2023 to May 2026
- Blackburn, Childers and SteagallOct 2022 to Dec 2022
- Wealthwise, Inc. dba Worthwhile Wealth CouncilMar 2013 to Nov 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 7364311
- Firm CRD
- 129625