John Andrew Stewart

CRD 4299802 · Morgan Stanley · Springfield, MO

IA RegisteredBroker

Also appears in the source record as: Andy Stewart

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 9Series 24SIESeries 7
Registered states (27): Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Iowa · Kansas · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New York · Ohio · Pennsylvania · South Carolina · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (6)

From the source registration record · current first

Morgan StanleyCurrent
Springfield, MO · IA capacity

Apr 27, 2015 → present
Waddell & Reed
BD capacity

Dec 17, 2004 → Apr 27, 2015
Waddell & Reed
IA capacity

Dec 17, 2004 → Apr 27, 2015
Sundvold Financial
IA capacity

Jan 30, 2003 → Dec 17, 2004
Waddell & Reed, Inc.
IA capacity

Jan 31, 2001 → Dec 31, 2002
Waddell & Reed, Inc.
BD capacity

Nov 14, 2000 → Dec 31, 2002

Source & corrections

Where this page comes from

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