Dylan J. Stewart
Investment adviser representative at Mainstay Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mainstay Capital Management, LLCFeb 2026 to now
- Kaydan Wealth Management, Inc.Nov 2021 to Feb 2026
- Ford Estates, LLCAug 2016 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mainstay Capital Management, LLC
$5.3BAssets managed
3,454Clients
22Advisers
25 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
- 7497478
- Firm CRD
- 109528