Stewart
Smith
Alphastar Capital Management
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About this Advisor
Stewart Smith is a financial advisor based in Greenville, South Carolina, working with Alphastar Capital Management. Stewart has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Summit Advisory Group, Equity Services, Inc, Oneamerica Securities, Southport Capital, Ae Wealth Management, LLC, Stewart Smith Financial, LLC, and Alphastar Capital Management. Stewart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Stewart is part of Alphastar Capital Management, which operates out of Greenville, South Carolina. The firm has 66 offices and 124 employees. Alphastar Capital Management manages assets totaling $1.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alphastar Capital Management Brokerage Details
$1,841,154,148
124
11,592
$158,830
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Stewart Smith Work History
Alphastar Capital Management
Stewart Smith Financial, LLC
Ae Wealth Management, LLC
Oneamerica Securities
Southport Capital
Summit Advisory Group
Equity Services, Inc
Nylife Securities LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Stewart Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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