Loren Stewart

CRD 6159104 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Loren Paul Stewart

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (33): Arizona · California · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Iowa · Maine · Maryland · Massachusetts · Michigan · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virgin Islands · Virginia · Washington · Wyoming
Years in the industry (source record): 13
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: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
San Francisco, CA · IA capacity

start not retrieved → present
Strategic Advisers LLC
Fort Worth, TX · IA capacity

Mar 31, 2025 → Jul 17, 2025
Fidelity Brokerage Services LLC
Fort Worth, TX · BC capacity

Nov 29, 2013 → Jul 17, 2025
Fidelity Personal And Workplace Advisors
Fort Worth, TX · IA capacity

Jul 13, 2018 → Mar 31, 2025
Edward Jones
Fort Worth, TX · IA capacity

Jun 10, 2013 → Oct 15, 2013
Edward Jones
Fort Worth, TX · BC capacity

Mar 21, 2013 → Oct 15, 2013

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6159104 ↗ FINRA BrokerCheck record for CRD 6159104 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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