Uvan Stewart
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
3 statesRegistered in
$671.4BFirm assets
36 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2024 to now
- Bank of America, N.A.Mar 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Mar 2023
- U.P.S.Mar 2022 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Mar 2022
- Fountain Head Country ClubJul 2021 to Jan 2022
- Fedex GroundMay 2021 to Jul 2021
- Fedex FreightMar 2021 to May 2021
- Enterprise Rent-a-carJan 2020 to Jun 2021
- Fountain Rock Management CompanyJul 2019 to Jan 2020
- Tarara WineryJun 2019 to Jan 2020
- Pistarros PizzaMay 2019 to Jan 2020
- Nextcar Car RentalMar 2019 to Jun 2019
- Cal Ripken Sr. FoundationMay 2018 to Sep 2018
- Macy'sMay 2018 to Sep 2018
- Frederick Coin ExchangeJun 2017 to Sep 2017
- Goucher CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7446442
- Firm CRD
- 19616