Brian Stewart

CRD 5016793 · Captrust · Alexandria, VA

IA RegisteredBroker

Also appears in the source record as: Brian Keith Stewart

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (1): Virginia
Years in the industry (source record): 19
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: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (13)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Alexandria, VA · BD capacity

Dec 20, 2024 → present
CaptrustCurrent
Alexandria, VA · IA capacity

Dec 20, 2024 → present
Campbell Wealth Management, Inc.
IA capacity

Jun 3, 2024 → Mar 28, 2025
Madison Avenue Securities, LLC
BD capacity

Jun 3, 2024 → Dec 23, 2024
Charles Schwab & Co., Inc.
BD capacity

May 23, 2020 → Jan 9, 2024
Charles Schwab & Co., Inc.
IA capacity

May 23, 2020 → Jan 9, 2024
Usaa Investment Management Company
IA capacity

Jan 8, 2018 → May 24, 2020
Usaa Financial Advisors, Inc.
BD capacity

Aug 4, 2014 → May 24, 2020
Usaa Financial Planning Services
IA capacity

Aug 4, 2014 → Jan 8, 2018
Northwestern Mutual Investment Services, LLC
BD capacity

Aug 15, 2008 → Mar 25, 2014
Northwestern Mutual Investment Services,llc
IA capacity

Aug 15, 2008 → Mar 25, 2014
Wachovia Securities, LLC
IA capacity

Oct 22, 2007 → Jul 10, 2008
Wachovia Securities, LLC
BD capacity

Aug 2, 2007 → Jul 10, 2008

Source & corrections

Where this page comes from

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